2023 Form 5500 filing — Fischer Homes 401(K) Profit Plus Plan And 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 20241008092806NAL0008217923001) for Fischer Homes 401(K) Profit Plus Plan And Trust, reported by Fischer Management, LLC under EIN 61-0990213 and plan number 001. It reports 969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092806NAL0008217923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fischer Management, LLC
- EIN
- 61-0990213
- Plan number
- 001
- Location
- Erlanger, KY
- Participants
- 969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,757,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,757,751
- Employer contributions
- $6,770,209
- Participant contributions
- $6,680,579
- Total income / additions
- $25,134,340
- Benefits paid
- $14,536,534
- Administrative expenses
- $109,667
- Total expenses
- $14,646,201
- Net increase / (decrease)
- $10,488,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pca Investment Advisory Services | NONE | $59,691 | not reported in the loaded dataset |
| Pension Corporation Of America | NONE | $31,380 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $18,596 | $2,440 |