2023 Form 5500 filing — Fossil Group, Inc. Savings And Retirement Plan
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 20240628091733NAL0000418497001) for Fossil Group, Inc. Savings And Retirement Plan, reported by Fossil Group Inc. under EIN 75-2018505 and plan number 002. It reports 2,924 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$118.9MReported net assets$118,900,538
Participants2.9K2,924
Provider compensation$220.5K4 Schedule C row(s)$220,524
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240628091733NAL0000418497001
- Plan sponsor
- Fossil Group Inc.
- EIN
- 75-2018505
- Plan number
- 002
- Location
- Richardson, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$119.4M total assets
Net assets$118.9MLiabilities$523.5K
Full reported line items
- Total assets (EOY)
- $119,424,047
- Total liabilities (EOY)
- $523,509
- Net assets (EOY)
- $118,900,538
- Employer contributions
- $2,497,846
- Participant contributions
- $6,275,557
- Total income / additions
- $26,839,150
- Benefits paid
- $16,579,225
- Administrative expenses
- $218,073
- Total expenses
- $17,234,133
- Net increase / (decrease)
- $9,605,017
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $183,024 | $0 |
| Resources Investment Adv | INVESTMENT ADVISORY | $25,000 | $0 |
| Onedigital Investment | INVESTMENT ADVISORY | $12,500 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |