2023 Form 5500 filing — Fish & Richardson Associates' 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 20241007132336NAL0015230145001) for Fish & Richardson Associates' 401(K) Plan, reported by Fish & Richardson P.C. under EIN 04-3254521 and plan number 003. It reports 289 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)$29.5MReported net assets$29,468,454
Participants289
Provider compensation$33.6K3 Schedule C row(s)$33,612
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007132336NAL0015230145001
- Plan sponsor
- Fish & Richardson P.C.
- EIN
- 04-3254521
- Plan number
- 003
- Location
- Minneapolis, MN
- 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)$29.5M total assets
Net assets$29.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,468,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,468,454
- Participant contributions
- $2,481,100
- Total income / additions
- $7,363,075
- Benefits paid
- $1,765,086
- Administrative expenses
- $33,225
- Total expenses
- $1,798,311
- Net increase / (decrease)
- $5,564,764
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc. | NONE | $33,035 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $188 | $389 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |