Friendship Haven, Inc. Employees' Pension Plan — Form 5500 plan (Friendship Haven, 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, Friendship Haven, Inc. Employees' Pension Plan is a benefit plan reported by Friendship Haven, Inc. under EIN 42-0698245 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $5,506,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friendship Haven, Inc.
- EIN
- 42-0698245
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Dodge, IA
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $5,506,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20240925114534NAL0008293475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,506,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,506,570
- Net assets (BOY)
- $5,329,138
Income & contributions
- Employer contributions
- $111,054
- Participant contributions
- $444,122
- Total contributions
- $558,511
- Total income / additions
- $1,450,833
Expenses & distributions
- Benefits paid
- $1,221,500
- Administrative expenses
- $51,901
- Total expenses
- $1,273,401
- Net increase / (decrease)
- $177,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Finway Group LLC | CONTRACT ADMIN | $23,176 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,106 | $0 | 2023 |
| Northwest Wealth Management LLC | INVESTMENT ADVISOR | $13,266 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Friendship Haven, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Fort Dodge, IA
- The Finway Group LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Northwest Wealth Management LLC — Schedule C compensation