Finfrock Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Finfrock Holdings, 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, Finfrock Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Finfrock Holdings, Inc. under EIN 59-2954885 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $48,579,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Finfrock Holdings, Inc.
- EIN
- 59-2954885
- Plan number
- 001
- Plan type
- 2
- Location
- Apopka, FL
- Latest filing year
- 2023
- Participants
- 738
- End-of-year plan assets
- $48,579,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20241021133859NAL0003527394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,579,099
- Total liabilities (EOY)
- $95,460
- Net assets (EOY)
- $48,483,639
- Net assets (BOY)
- $37,731,959
Income & contributions
- Employer contributions
- $2,732,773
- Participant contributions
- $2,998,886
- Total contributions
- $6,153,729
- Total income / additions
- $13,116,867
Expenses & distributions
- Benefits paid
- $2,231,554
- Administrative expenses
- $12,523
- Total expenses
- $2,365,187
- Net increase / (decrease)
- $10,751,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Economic Group Pension Services, In | THIRD PARTY ADMINISTRATO | $13,961 | not reported in the loaded dataset | 2023 |
| Withumsmith And Brown, Pc | SERVICE PROVIDER | $8,810 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $2,716 | $0 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $2,716 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Finfrock Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Apopka, FL
- Economic Group Pension Services, In — Schedule C compensation
- Withumsmith And Brown, Pc — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation