James W. Fowler Co. 401(K) Profit Sharing Plan — Form 5500 plan (James W. Fowler Co.)
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, James W. Fowler Co. 401(K) Profit Sharing Plan is a benefit plan reported by James W. Fowler Co. under EIN 93-0677813 and plan number 003. The latest loaded filing year is 2023. The filing reports 322 participants and $15,501,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James W. Fowler Co.
- EIN
- 93-0677813
- Plan number
- 003
- Plan type
- 2
- Location
- Dallas, OR
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $15,501,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241015145239NAL0028830609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,501,786
- Total liabilities (EOY)
- $26,132
- Net assets (EOY)
- $15,475,654
- Net assets (BOY)
- $12,747,647
Income & contributions
- Employer contributions
- $1,335,698
- Participant contributions
- $1,082,804
- Total contributions
- $2,453,553
- Total income / additions
- $4,396,948
Expenses & distributions
- Benefits paid
- $1,572,265
- Administrative expenses
- $96,676
- Total expenses
- $1,668,941
- Net increase / (decrease)
- $2,728,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $66,648 | $0 | 2023 |
| Ameriprise Financial Services Inc | BROKER/ADVISOR | $0 | $32,261 | 2023 |
| James W Folwer | OTHER | $27,027 | not reported in the loaded dataset | 2023 |
| Independent Retirement Consulting | CONTRACT ADMIN | $6,675 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,002 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for James W. Fowler Co.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Dallas, OR
- Empower Annuity Insurance Company O — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- James W Folwer — Schedule C compensation
- Independent Retirement Consulting — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation