Fosdick Fulfillment Corporation 401(K) Plan — Form 5500 plan (Fosdick Fullfillment Corporation)
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, Fosdick Fulfillment Corporation 401(K) Plan is a benefit plan reported by Fosdick Fullfillment Corporation under EIN 06-0807508 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $7,339,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fosdick Fullfillment Corporation
- EIN
- 06-0807508
- Plan number
- 001
- Plan type
- 2
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $7,339,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241015083835NAL0014258307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,339,510
- Total liabilities (EOY)
- $41,309
- Net assets (EOY)
- $7,298,201
- Net assets (BOY)
- $7,085,349
Income & contributions
- Participant contributions
- $371,810
- Total contributions
- $371,810
- Total income / additions
- $1,296,857
Expenses & distributions
- Benefits paid
- $987,338
- Administrative expenses
- $55,553
- Total expenses
- $1,084,005
- Net increase / (decrease)
- $212,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Servcies | NONE | $38,657 | $0 | 2023 |
| Morningstar Investment Management | NONE | $16,896 | not reported in the loaded dataset | 2023 |