H. D. Fowler Company Profit Sharing And Salary Deferral Plan — Form 5500 plan (H. D. Fowler 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, H. D. Fowler Company Profit Sharing And Salary Deferral Plan is a benefit plan reported by H. D. Fowler Company, Inc. under EIN 91-0534909 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $102,577,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H. D. Fowler Company, Inc.
EIN
91-0534909
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
758
End-of-year plan assets
$102,577,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023758H, C20241015171054NAL0029214033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,577,245
Total liabilities (EOY)
$0
Net assets (EOY)
$102,577,245
Net assets (BOY)
$79,349,556

Income & contributions

Employer contributions
$10,074,419
Participant contributions
$4,016,431
Total contributions
$14,176,049
Total income / additions
$30,390,463

Expenses & distributions

Benefits paid
$7,056,861
Administrative expenses
$74,312
Total expenses
$7,162,774
Net increase / (decrease)
$23,227,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$59,856not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,456$02023

Related Form 5500 pages