Floe International, Inc. 401(K) Plan — Form 5500 plan (Floe International, 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, Floe International, Inc. 401(K) Plan is a benefit plan reported by Floe International, Inc. under EIN 41-1746832 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $4,319,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Floe International, Inc.
- EIN
- 41-1746832
- Plan number
- 001
- Plan type
- 2
- Location
- Mcgregor, MN
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $4,319,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241014134315NAL0027440465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,319,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,319,575
- Net assets (BOY)
- $3,730,861
Income & contributions
- Employer contributions
- $117,443
- Participant contributions
- $463,746
- Total contributions
- $628,489
- Total income / additions
- $1,279,262
Expenses & distributions
- Benefits paid
- $671,496
- Administrative expenses
- $18,804
- Total expenses
- $690,548
- Net increase / (decrease)
- $588,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,154 | $0 | 2023 |
| Triton Wealth | INVESTMENT ADVISORY | $0 | $5,211 | 2023 |
| Triton Wealth | not reported in the loaded dataset | $0 | $2,428 | 2023 |
| Tax Sheltered Compensation | not reported in the loaded dataset | $0 | $943 | 2023 |
| Tsc 401k | CONTRACT ADMINISTRATOR | $300 | $86 | 2023 |
| Morningstar | not reported in the loaded dataset | $0 | $163 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Floe International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Mcgregor, MN
- Principal Life Insurance Company — Schedule C compensation
- Triton Wealth — Schedule C compensation
- Tax Sheltered Compensation — Schedule C compensation
- Tsc 401k — Schedule C compensation
- Morningstar — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation