2023 Form 5500 filing — Fitesa 401(K) 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 20241030075223NAL0000278035001) for Fitesa 401(K) Retirement Savings Plan, reported by Fitesa Simpsonville, Inc. under EIN 27-0535327 and plan number 001. It reports 935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030075223NAL0000278035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fitesa Simpsonville, Inc.
- EIN
- 27-0535327
- Plan number
- 001
- Location
- Simpsonville, SC
- Participants
- 935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,340,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,340,264
- Employer contributions
- $3,298,278
- Participant contributions
- $3,302,297
- Total income / additions
- $15,752,954
- Benefits paid
- $6,376,969
- Administrative expenses
- $155,645
- Total expenses
- $6,526,450
- Net increase / (decrease)
- $9,226,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $132,677 | $0 |
| Primetrust Advisors | INVESTMENT ADVISORY | $22,968 | $72 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |