2023 Form 5500 filing — Fishbowl Solutions Retirement 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 20241015164447NAL0050517568001) for Fishbowl Solutions Retirement Plan, reported by Fishbowl Solutions LLC under EIN 83-2855918 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164447NAL0050517568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fishbowl Solutions LLC
- EIN
- 83-2855918
- Plan number
- 001
- Location
- Orem, UT
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,974,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,974,795
- Employer contributions
- $644,102
- Participant contributions
- $1,207,693
- Total income / additions
- $3,865,065
- Benefits paid
- $614,679
- Administrative expenses
- $76,045
- Total expenses
- $690,724
- Net increase / (decrease)
- $3,174,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $65,285 | $0 |
| Wilshire Associates | RETAINED BY PLAN SPONSOR | $9,740 | not reported in the loaded dataset |