Ferrell Companies, Inc. 401(K) Investment Plan — Form 5500 plan (Ferrell Companies,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, Ferrell Companies, Inc. 401(K) Investment Plan is a benefit plan reported by Ferrell Companies,Inc under EIN 43-1688741 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,725 participants and $232,615,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferrell Companies,Inc
- EIN
- 43-1688741
- Plan number
- 001
- Plan type
- 2
- Location
- Liberty, MO
- Latest filing year
- 2023
- Participants
- 5,725
- End-of-year plan assets
- $232,615,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,725 | H, C | 20240909171434NAL0002523219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $232,615,783
- Total liabilities (EOY)
- $31,128
- Net assets (EOY)
- $232,584,655
- Net assets (BOY)
- $204,637,913
Income & contributions
- Employer contributions
- $4,805,444
- Participant contributions
- $12,998,655
- Total contributions
- $18,779,745
- Total income / additions
- $51,491,663
Expenses & distributions
- Benefits paid
- $23,098,461
- Administrative expenses
- $428,664
- Total expenses
- $23,544,921
- Net increase / (decrease)
- $27,946,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $212,224 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $211,108 | $0 | 2023 |
| Qdro Consultants | NONE | $900 | not reported in the loaded dataset | 2023 |
| Empower Financial Services, Inc. | NONE | $364 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ferrell Companies,Inc
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Liberty, MO
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants — Schedule C compensation
- Empower Financial Services, Inc. — Schedule C compensation