Foulger-Pratt Companies 401(K) Plan — Form 5500 plan (The Foulger-Pratt Companies)
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, Foulger-Pratt Companies 401(K) Plan is a benefit plan reported by The Foulger-Pratt Companies under EIN 45-0463021 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $32,028,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Foulger-Pratt Companies
- EIN
- 45-0463021
- Plan number
- 001
- Plan type
- 2
- Location
- Potomac, MD
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $32,028,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20241015090418NAL0048588480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,028,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,028,875
- Net assets (BOY)
- $28,247,904
Income & contributions
- Employer contributions
- $604,214
- Participant contributions
- $1,469,443
- Total contributions
- $2,294,982
- Total income / additions
- $8,379,938
Expenses & distributions
- Benefits paid
- $4,445,430
- Administrative expenses
- $141,410
- Total expenses
- $4,598,967
- Net increase / (decrease)
- $3,780,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $91,410 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |