Fairfield Chair 401(K) Plan — Form 5500 plan (Fairfield Chair Company)
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, Fairfield Chair 401(K) Plan is a benefit plan reported by Fairfield Chair Company under EIN 56-0219070 and plan number 002. The latest loaded filing year is 2023. The filing reports 481 participants and $12,138,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fairfield Chair Company
- EIN
- 56-0219070
- Plan number
- 002
- Plan type
- 2
- Location
- Lenoir, NC
- Latest filing year
- 2023
- Participants
- 481
- End-of-year plan assets
- $12,138,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 481 | H, C | 20241011085009NAL0043720962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,138,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,138,988
- Net assets (BOY)
- $11,677,683
Income & contributions
- Employer contributions
- $640,138
- Participant contributions
- $1,098,946
- Total contributions
- $1,748,599
- Total income / additions
- $3,400,424
Expenses & distributions
- Benefits paid
- $2,860,446
- Administrative expenses
- $77,116
- Total expenses
- $2,939,119
- Net increase / (decrease)
- $461,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,007 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $28,529 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fairfield Chair Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Lenoir, NC
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation