Felker Brothers Corporation Salaried 401(K) Plan — Form 5500 plan (Felker Brothers Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Felker Brothers Corporation Salaried 401(K) Plan is a benefit plan reported by Felker Brothers Corporation under EIN 39-1305529 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $35,693,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Felker Brothers Corporation
- EIN
- 39-1305529
- Plan number
- 002
- Plan type
- 2
- Location
- Marshfield, WI
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $35,693,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240916142903NAL0001103587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,693,410
- Total liabilities (EOY)
- $5,535
- Net assets (EOY)
- $35,687,875
- Net assets (BOY)
- $30,685,179
Income & contributions
- Employer contributions
- $1,134,802
- Participant contributions
- $872,541
- Total contributions
- $2,018,446
- Total income / additions
- $6,640,576
Expenses & distributions
- Benefits paid
- $1,568,386
- Administrative expenses
- $69,494
- Total expenses
- $1,637,880
- Net increase / (decrease)
- $5,002,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $46,906 | not reported in the loaded dataset | 2023 |
| Alpha Investment Consulting Group | NONE | $22,588 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Felker Brothers Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Marshfield, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Alpha Investment Consulting Group — Schedule C compensation
- Matrix Trust Company — Schedule C compensation