2023 Form 5500 filing — Eileen Fisher, Inc. 401(K) Employee 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 20241014070657NAL0014590659002) for Eileen Fisher, Inc. 401(K) Employee Savings Plan, reported by Eileen Fisher, Inc. under EIN 13-3359549 and plan number 001. It reports 1,123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014070657NAL0014590659002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eileen Fisher, Inc.
- EIN
- 13-3359549
- Plan number
- 001
- Location
- Irvington, NY
- Participants
- 1,123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,013,329
- Net assets (EOY)
- $83,013,329
- Employer contributions
- $452,133
- Participant contributions
- $3,643,977
- Total income / additions
- $17,182,866
- Benefits paid
- $8,622,202
- Administrative expenses
- $59,690
- Total expenses
- $8,682,306
- Net increase / (decrease)
- $8,500,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $59,690 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |