2023 Form 5500 filing — Fms 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 20241009124153NAL0010610371001) for Fms 401(K) Plan, reported by Fms Financial Management Services, LLC under EIN 47-3105463 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124153NAL0010610371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fms Financial Management Services, LLC
- EIN
- 47-3105463
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 344
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,417,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,417,639
- Employer contributions
- $626,801
- Participant contributions
- $1,732,329
- Total income / additions
- $5,062,093
- Benefits paid
- $2,926,999
- Administrative expenses
- $71,862
- Total expenses
- $3,012,643
- Net increase / (decrease)
- $2,049,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bgbc Partners Llp | ACCOUNTANT/AUDITOR | $46,846 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,956 | $0 |
| Truist Investment Services Inc | ADVISOR | $11,924 | not reported in the loaded dataset |