Fisher Holdings, 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 Holdings, Inc. (EIN 82-2723558) is a plan sponsor located in Monrovia, CA with 2 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
82-2723558
Location
Monrovia, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,103,027
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,103,027

Contributions & income

Employer contributions
$305,333
Participant contributions
$1,210,721
Total income / additions
$2,938,494

Expenses & distributions

Benefits paid / distributions
$1,555,357
Total expenses
$1,649,693
Net increase / (decrease)
$1,288,801

Coverage

Total reported participants
699
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 Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Fisher Holdings, Inc. 401(K) Plan001353$11,103,0272023
Fisher Holdings Welfare Benefit Plan501346not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fisher Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Fisher Holdings, Inc. 401(K) Plan353H, C20241014105755NAL0013166579001
2023Fisher Holdings Welfare Benefit Plan34620250312171627NAL0019592737001

Related Form 5500 pages