Fann Contracting, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fann Contracting, 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, Fann Contracting, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fann Contracting, Inc. under EIN 86-0213861 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $5,484,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fann Contracting, Inc.
EIN
86-0213861
Plan number
001
Plan type
2
Location
Prescott, AZ
Latest filing year
2023
Participants
275
End-of-year plan assets
$5,484,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20241010133208NAL0011505699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,484,041
Total liabilities (EOY)
$0
Net assets (EOY)
$5,484,041
Net assets (BOY)
$5,372,789

Income & contributions

Employer contributions
$0
Participant contributions
$487,445
Total contributions
$487,445
Total income / additions
$1,391,417

Expenses & distributions

Benefits paid
$1,236,830
Administrative expenses
$28,675
Total expenses
$1,280,165
Net increase / (decrease)
$111,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$16,054$02023
Wells Fargo Advisors Fin Network LlINVESTMENT ADVISOR$12,621not reported in the loaded dataset2023

Related Form 5500 pages