Felling Trailers, Inc. 401(K) Plan — Form 5500 plan (Felling Trailers, 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, Felling Trailers, Inc. 401(K) Plan is a benefit plan reported by Felling Trailers, Inc. under EIN 41-1329390 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $11,248,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Felling Trailers, Inc.
- EIN
- 41-1329390
- Plan number
- 001
- Plan type
- 2
- Location
- Sauk Centre, MN
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $11,248,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241011133131NAL0037054448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,248,879
- Total liabilities (EOY)
- $627
- Net assets (EOY)
- $11,248,252
- Net assets (BOY)
- $9,011,516
Income & contributions
- Employer contributions
- $262,233
- Participant contributions
- $1,021,179
- Total contributions
- $1,372,381
- Total income / additions
- $2,972,029
Expenses & distributions
- Benefits paid
- $648,895
- Administrative expenses
- $70,762
- Total expenses
- $735,293
- Net increase / (decrease)
- $2,236,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,842 | $0 | 2023 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $22,054 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $11,488 | $0 | 2023 |
| Tax Sheltered Compensation Inc. | CONTRACT ADMIN | $1,500 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Felling Trailers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Sauk Centre, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Kdv Wealth Management, LLC — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Tax Sheltered Compensation Inc. — Schedule C compensation