The Fall River Group, Inc. Employees' 401(K) Profit Sharing Plan — Form 5500 plan (The Fall River Group, Inc.)
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, The Fall River Group, Inc. Employees' 401(K) Profit Sharing Plan is a benefit plan reported by The Fall River Group, Inc. under EIN 39-1353471 and plan number 003. The latest loaded filing year is 2023. The filing reports 227 participants and $29,022,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Fall River Group, Inc.
- EIN
- 39-1353471
- Plan number
- 003
- Plan type
- 2
- Location
- Fall River, WI
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $29,022,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240530085018NAL0022290656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,022,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,022,440
- Net assets (BOY)
- $24,855,151
Income & contributions
- Employer contributions
- $455,122
- Participant contributions
- $878,519
- Total contributions
- $1,517,352
- Total income / additions
- $6,202,983
Expenses & distributions
- Benefits paid
- $2,030,384
- Administrative expenses
- $5,310
- Total expenses
- $2,035,694
- Net increase / (decrease)
- $4,167,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | BROKER/ADVISER | $0 | $64,172 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,285 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,025 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Fall River Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fall River, WI
- Lpl Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation