Fowler Holding Company, Inc 401(K) Plan — Form 5500 plan (Fowler Holding Company, 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, Fowler Holding Company, Inc 401(K) Plan is a benefit plan reported by Fowler Holding Company, Inc under EIN 73-1291239 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $18,079,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fowler Holding Company, Inc
EIN
73-1291239
Plan number
001
Plan type
3
Location
Norman, OK
Latest filing year
2023
Participants
534
End-of-year plan assets
$18,079,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023534H, C20241007163813NAL0007776595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,079,983
Total liabilities (EOY)
$0
Net assets (EOY)
$18,079,983
Net assets (BOY)
$14,495,349

Income & contributions

Employer contributions
$677,036
Participant contributions
$1,655,593
Total contributions
$2,343,853
Total income / additions
$4,906,405

Expenses & distributions

Benefits paid
$1,282,707
Administrative expenses
$39,064
Total expenses
$1,321,771
Net increase / (decrease)
$3,584,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$41,988$02023

Related Form 5500 pages