J. H. Fletcher & Co. Employees Profit Sharing Plan — Form 5500 plan (J. H. Fletcher & Co.)
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, J. H. Fletcher & Co. Employees Profit Sharing Plan is a benefit plan reported by J. H. Fletcher & Co. under EIN 55-0455959 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $55,344,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J. H. Fletcher & Co.
- EIN
- 55-0455959
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $55,344,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241015122953NAL0029631361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,344,430
- Total liabilities (EOY)
- $406,425
- Net assets (EOY)
- $54,938,005
- Net assets (BOY)
- $48,811,571
Income & contributions
- Employer contributions
- $3,366,338
- Participant contributions
- $640,909
- Total contributions
- $4,296,567
- Total income / additions
- $8,460,332
Expenses & distributions
- Benefits paid
- $2,225,320
- Administrative expenses
- $108,578
- Total expenses
- $2,333,898
- Net increase / (decrease)
- $6,126,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Parnters | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Hess Stewart & Campbell | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits & Design Co., In | NONE | $16,643 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | NONE | $2,588 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J. H. Fletcher & Co.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Huntington, WV
- Global Retirement Parnters — Schedule C compensation
- Hess Stewart & Campbell — Schedule C compensation
- Actuarial Benefits & Design Co., In — Schedule C compensation
- John Hancock Usa — Schedule C compensation