| Plan Name | THE 401(K) MANEUVER POOLED EMPLOYER PLAN |
| Plan identification number | 017 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE FINWAY GROUP, LLC |
| Employer identification number (EIN): | 421468222 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about THE FINWAY GROUP, LLC
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1998-01-06 |
| Company Identification Number: | 213499 |
| Legal Registered Office Address: |
6701 WESTOWN PKWY STE 100 WEST DES MOINES United States of America (USA) 50266 |
More information about THE FINWAY GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 017 | 2023-05-01 | STEVE FINNEGAN | 2024-10-15 |
| Measure | Date | Value |
|---|---|---|
| 2023 : THE 401(K) MANEUVER POOLED EMPLOYER PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $5,134,415 |
| Total income from all sources | 2023-12-31 | $622,928 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $139,075 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $134,760 |
| Total plan assets at end of year | 2023-12-31 | $5,618,268 |
| Total plan assets at beginning of year | 2023-12-31 | $0 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $104,163 |
| Other income received | 2023-12-31 | $479,858 |
| Net income (gross income less expenses) | 2023-12-31 | $483,853 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,618,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Assets. Value of participant loans | 2023-12-31 | $111,356 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $38,907 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,315 |
| 2023: THE 401(K) MANEUVER POOLED EMPLOYER PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-05-01 | Type of plan entity | Mulitple employer plan |
| 2023-05-01 | First time form 5500 has been submitted | Yes |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |