2023 Form 5500 filing — Fehr & Peers 401(K) Profit Sharing 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 20241009114715NAL0031064560001) for Fehr & Peers 401(K) Profit Sharing Plan, reported by Fehr & Peers under EIN 68-0065540 and plan number 004. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009114715NAL0031064560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fehr & Peers
- EIN
- 68-0065540
- Plan number
- 004
- Location
- Walnut Creek, CA
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,848,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,848,421
- Employer contributions
- $1,500,996
- Participant contributions
- $4,108,977
- Total income / additions
- $18,325,349
- Benefits paid
- $3,206,144
- Administrative expenses
- $66,607
- Total expenses
- $3,287,412
- Net increase / (decrease)
- $15,037,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group | NONE | $33,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,657 | $0 |
| Patrick Buzarellos Kendrick | NONE | $9,950 | not reported in the loaded dataset |