Logo

B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameB. FELD & CO., LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

B. FELD & CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:B. FELD & CO., LLC
Employer identification number (EIN):311580665
NAIC Classification:523900

Additional information about B. FELD & CO., LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2006-04-21
Company Identification Number: 1617599
Legal Registered Office Address: 40 N MAIN STREET
2700 KETTERING TOWER
DAYTON
United States of America (USA)
45423

More information about B. FELD & CO., LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JEREMY J. SCHIRA
0012023-01-01
0012023-01-01BEN FELDMEYER
0012022-01-01
0012022-01-01BEN FELDMEYER
0012021-01-01BEN FELDMEYER2022-10-07
0012020-01-01BEN FELDMEYER2021-09-15
0012019-01-01BEN FELDMEYER2020-10-05
0012018-01-01BEN FELDMEYER2019-07-17
0012017-01-01BEN FELDMEYER2018-06-11
0012016-01-01BEN FELDMEYER2017-06-12
0012015-01-01BEN FELDMEYER2016-08-17
0012014-01-01BEN FELDMEYER2015-07-16

Financial Data on B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$626,133
Expenses. Total of all expenses incurred2023-12-31$629
Total plan assets at end of year2023-12-31$2,248,567
Total plan assets at beginning of year2023-12-31$1,623,063
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$74,668
Other income received2023-12-31$497,946
Net income (gross income less expenses)2023-12-31$625,504
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,248,567
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,623,063
Assets. Value of real-estate (other than employer real property)2023-12-31$7,766
Total contributions received or receivable from employer(s)2023-12-31$53,519
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$629
2022 : B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,283,892
Total plan assets at end of year2022-12-31$1,623,063
Total plan assets at beginning of year2022-12-31$2,906,955
Value of fidelity bond covering the plan2022-12-31$300,000
Total contributions received or receivable from participants2022-12-31$60,748
Other income received2022-12-31$-1,392,496
Net income (gross income less expenses)2022-12-31$-1,283,892
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,623,063
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,906,955
Assets. Value of real-estate (other than employer real property)2022-12-31$7,410
Total contributions received or receivable from employer(s)2022-12-31$47,856

Form 5500 Responses for B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN

2023: B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: B. FELD & CO., LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817769
Policy instance 1
Insurance contract or identification number817769
Number of Individuals Covered7
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817769
Policy instance 1
Insurance contract or identification number817769
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1