2023 Form 5500 filing — Preferred Employer Plan Fbo Foothills Gateway, Inc
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626082514NAL0009196337001) for Preferred Employer Plan Fbo Foothills Gateway, Inc, reported by Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. under EIN 23-7019672 and plan number 200. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626082514NAL0009196337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiduciary Wise, LLC Fbo Foothills Gateway, Inc.
- EIN
- 23-7019672
- Plan number
- 200
- Location
- Gilbert, AZ
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $346,972
- Participant contributions
- $315,380
- Total income / additions
- $2,131,762
- Benefits paid
- $1,175,193
- Administrative expenses
- $57,689
- Total expenses
- $1,240,012
- Net increase / (decrease)
- $891,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $23,554 | $66 |
| Inwest Retirement Solutions | TPA | $11,074 | not reported in the loaded dataset |
| Ifam Capital | ADVISOR | $10,835 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | NAMED FIDUCIARY | $10,833 | not reported in the loaded dataset |