How many benefit plans does Fisher Barton, Inc. report on Form 5500?

Fisher Barton, Inc. (EIN 20-3208428) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Fisher Barton, Inc.?

The Employer Identification Number (EIN) reported for Fisher Barton, Inc. is 20-3208428.

What is the latest Form 5500 filing year for Fisher Barton, Inc.?

The latest loaded Form 5500 filing year for Fisher Barton, Inc. is 2023.

Fisher Barton, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fisher Barton, Inc. (EIN 20-3208428) is a plan sponsor located in Watertown, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-3208428
Location: Watertown, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $35,386,516
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $35,386,516

Contributions & income

Employer contributions: $1,042,724
Participant contributions: $2,824,230
Total income / additions: $9,466,823

Expenses & distributions

Benefits paid / distributions: $8,566,987
Total expenses: $8,700,059
Net increase / (decrease): $766,764

Coverage

Total reported participants: 1,470
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fisher Barton, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Fisher Barton Group Retirement Plan	001	861	$35,386,516	2023
Fisher Barton Welfare Benefit Plan	501	609	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fisher Barton, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Fisher Barton Welfare Benefit Plan	609	—	20240626120702NAL0005410499001
2023	The Fisher Barton Group Retirement Plan	861	H, C	20241014125609NAL0014956771001