Fdh 401(K) Profit Sharing Plan — Form 5500 plan (Fasteners Distribution Holdings, LLC)

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, Fdh 401(K) Profit Sharing Plan is a benefit plan reported by Fasteners Distribution Holdings, LLC under EIN 47-1160996 and plan number 001. The latest loaded filing year is 2023. The filing reports 587 participants and $20,338,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fasteners Distribution Holdings, LLC
EIN
47-1160996
Plan number
001
Plan type
2
Location
Commerce, CA
Latest filing year
2023
Participants
587
End-of-year plan assets
$20,338,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023587H, C20250530222016NAL0015392544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,338,088
Total liabilities (EOY)
$0
Net assets (EOY)
$20,338,088
Net assets (BOY)
$18,085,988

Income & contributions

Employer contributions
$1,117,955
Participant contributions
$2,203,715
Total contributions
$3,586,952
Total income / additions
$6,781,433

Expenses & distributions

Benefits paid
$4,415,510
Administrative expenses
$96,503
Total expenses
$4,529,333
Net increase / (decrease)
$2,252,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Wellness Group LLCINVESTMENT ADVISOR$42,362not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$39,364$02023
Ascensus Holdings Inc DbaCONTRACT ADMIN$8,400not reported in the loaded dataset2023
Empower Advisory Group LLCINVESTMENT MGMT$7,862not reported in the loaded dataset2023

Related Form 5500 pages