Fish & Richardson Associates' 401(K) Plan — Form 5500 plan (Fish & Richardson P.C.)
Plain-English plan 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, Fish & Richardson Associates' 401(K) Plan is a benefit plan reported by Fish & Richardson P.C. under EIN 04-3254521 and plan number 003. The latest loaded filing year is 2023. The filing reports 289 participants and $29,468,454 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.5MPlan net assets, end of year$29,468,454
Participants289Covered participants reported
Assets / participant$102KComputed: assets ÷ participants$101,967 (computed)
Provider compensation$33.6K3 Schedule C provider row(s)$33,612
- Plan sponsor
- Fish & Richardson P.C.
- EIN
- 04-3254521
- Plan number
- 003
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241007132336NAL0015230145001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.5M total assets
Net assets$29.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,468,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,468,454
- Net assets (BOY)
- $25,999,763
Income & contributions
- Participant contributions
- $2,481,100
- Total contributions
- $2,758,587
- Total income / additions
- $7,363,075
Expenses & distributions
- Benefits paid
- $1,765,086
- Administrative expenses
- $33,225
- Total expenses
- $1,798,311
- Net increase / (decrease)
- $5,564,764
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Inc. | NONE | $33,035 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $188 | $389 | 2023 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 | 2023 |