Faulkner Banfield 401(K) Plan — Form 5500 plan (Faulkner Banfield, P.C.)
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, Faulkner Banfield 401(K) Plan is a benefit plan reported by Faulkner Banfield, P.C. under EIN 92-0162115 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $4,067,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Faulkner Banfield, P.C.
- EIN
- 92-0162115
- Plan number
- 001
- Plan type
- 2
- Location
- Juneau, AK
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $4,067,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20241010122041NAL0035664528001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,067,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,067,962
- Net assets (BOY)
- $3,504,609
Income & contributions
- Employer contributions
- $31,538
- Participant contributions
- $98,608
- Total income / additions
- $760,353
Expenses & distributions
- Benefits paid
- $194,314
- Administrative expenses
- $2,686
- Total expenses
- $197,000
- Net increase / (decrease)
- $563,353
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.