2023 Form 5500 filing — Fish & Richardson Profit Sharing 401(K) 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 20241007131425NAL0027499152001) for Fish & Richardson Profit Sharing 401(K) Plan, reported by Fish & Richardson P.C. under EIN 04-3254521 and plan number 001. It reports 1,478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131425NAL0027499152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fish & Richardson P.C.
- EIN
- 04-3254521
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 1,478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $573,365,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $573,365,749
- Employer contributions
- $14,406,690
- Participant contributions
- $11,936,837
- Total income / additions
- $112,358,060
- Benefits paid
- $27,010,847
- Administrative expenses
- $218,382
- Total expenses
- $27,229,229
- Net increase / (decrease)
- $85,128,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $157,197 | not reported in the loaded dataset |
| Advanced Capital Group | NONE | $87,360 | not reported in the loaded dataset |
| Wold Financial Group LLC | NONE | $22,037 | not reported in the loaded dataset |
| Makrod Investment Associates | NONE | $11,934 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $8,987 | not reported in the loaded dataset |
| Index Fund Advisors Inc | NONE | $5,099 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,521 | $0 |
| Charles Schwab Trust Bank | NONE | $7 | $2,417 |