2023 Form 5500 filing — Fisk Alloy, Inc. 401(K) 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 20241011122809NAL0038708160001) for Fisk Alloy, Inc. 401(K) Savings Plan, reported by Fisk Holdings Inc. under EIN 22-2010560 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122809NAL0038708160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fisk Holdings Inc.
- EIN
- 22-2010560
- Plan number
- 001
- Location
- Hawthorne, NJ
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,674,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,674,412
- Employer contributions
- $440,670
- Participant contributions
- $837,324
- Total income / additions
- $2,717,639
- Benefits paid
- $420,255
- Administrative expenses
- $52,619
- Total expenses
- $472,874
- Net increase / (decrease)
- $2,244,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Securities | INVESTMENT ADVISOR | $22,110 | not reported in the loaded dataset |
| Retirewell Administrators LLC | TPA | $13,943 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $2,058 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,172 | $0 |