2023 Form 5500 filing — Fives Retirement Savings 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 20241011103714NAL0021684881001) for Fives Retirement Savings Plan, reported by Fives Inc. under EIN 38-3503183 and plan number 001. It reports 2,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103714NAL0021684881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fives Inc.
- EIN
- 38-3503183
- Plan number
- 001
- Location
- Farmington Hills, MI
- Participants
- 2,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $295,463,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $295,463,894
- Employer contributions
- $6,701,668
- Participant contributions
- $14,151,286
- Total income / additions
- $63,556,391
- Benefits paid
- $28,421,667
- Administrative expenses
- $145,929
- Total expenses
- $28,567,869
- Net increase / (decrease)
- $34,988,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $45,929 | $0 |
| Gbq Partners LLC | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset |