2023 Form 5500 filing — The Fikes Companies Profit Sharing Plan & Trust
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 20240927163457NAL0004823842001) for The Fikes Companies Profit Sharing Plan & Trust, reported by Fikes Wholesale Inc. under EIN 74-1857841 and plan number 001. It reports 1,152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927163457NAL0004823842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fikes Wholesale Inc.
- EIN
- 74-1857841
- Plan number
- 001
- Location
- Temple, TX
- Participants
- 1,152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,439,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,439,667
- Employer contributions
- $599,128
- Participant contributions
- $1,138,531
- Total income / additions
- $4,043,751
- Benefits paid
- $1,888,990
- Administrative expenses
- $2,960
- Total expenses
- $1,891,950
- Net increase / (decrease)
- $2,151,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $2,960 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| American Century | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Principal Fund | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Janus Funds | NONE | $0 | $0 |
| Putnam Mutual Funds | NONE | $0 | $0 |
| John Hancock Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Alliance Global Funds | NONE | $0 | $0 |