2023 Form 5500 filing — Fairmont Schools, Inc. 401(K) Profit Sharing 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 20260514132424NAL0016651522001) for Fairmont Schools, Inc. 401(K) Profit Sharing Plan, reported by Fairmont Schools, Inc. under EIN 95-3046467 and plan number 002. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260514132424NAL0016651522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fairmont Schools, Inc.
- EIN
- 95-3046467
- Plan number
- 002
- Location
- Anaheim, CA
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,186,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,186,186
- Employer contributions
- $680,299
- Participant contributions
- $1,533,813
- Total income / additions
- $5,745,290
- Benefits paid
- $2,451,164
- Administrative expenses
- $75,106
- Total expenses
- $2,526,270
- Net increase / (decrease)
- $3,219,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $65,580 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,526 | $0 |