Fleet Farm 401(K)Plan — Form 5500 plan (Fleet Farm Wholesale Supply Company, LLC)
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, Fleet Farm 401(K)Plan is a benefit plan reported by Fleet Farm Wholesale Supply Company, LLC under EIN 41-0806238 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,158 participants and $140,137,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fleet Farm Wholesale Supply Company, LLC
- EIN
- 41-0806238
- Plan number
- 002
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 6,158
- End-of-year plan assets
- $140,137,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,158 | H, C | 20241014121021NAL0026113425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,137,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,137,584
- Net assets (BOY)
- $129,258,945
Income & contributions
- Employer contributions
- $1,779,994
- Participant contributions
- $5,918,301
- Total contributions
- $8,784,942
- Total income / additions
- $31,016,920
Expenses & distributions
- Benefits paid
- $19,735,308
- Administrative expenses
- $402,865
- Total expenses
- $20,138,281
- Net increase / (decrease)
- $10,878,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $235,165 | not reported in the loaded dataset | 2023 |
| John Hancock | NONE | $82,506 | $0 | 2023 |
| Matrix Trust Company | NONE | $7,212 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fleet Farm Wholesale Supply Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- John Hancock — Schedule C compensation
- Matrix Trust Company — Schedule C compensation