Fulenwider Enterprises, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Fulenwider Enterprises, 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, Fulenwider Enterprises, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Fulenwider Enterprises, Inc. under EIN 56-0928790 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $1,507,003 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fulenwider Enterprises, Inc.
EIN
56-0928790
Plan number
001
Plan type
2
Location
Morganton, NC
Latest filing year
2023
Participants
277
End-of-year plan assets
$1,507,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20241001064459NAL0006699569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,507,003
Total liabilities (EOY)
$0
Net assets (EOY)
$1,507,003
Net assets (BOY)
$1,084,782

Income & contributions

Employer contributions
$100,910
Participant contributions
$236,003
Total contributions
$336,913
Total income / additions
$553,536

Expenses & distributions

Benefits paid
$114,424
Administrative expenses
$18,860
Total expenses
$133,284
Net increase / (decrease)
$420,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,859$02023

Related Form 5500 pages