Fisher Associates, P.E., L.S., L.A., D.P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Fisher Associates, P.E., L.S., L.A., D.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, Fisher Associates, P.E., L.S., L.A., D.P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Fisher Associates, P.E., L.S., L.A., D.P.C. under EIN 16-1373998 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $22,839,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fisher Associates, P.E., L.S., L.A., D.P.C.
- EIN
- 16-1373998
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $22,839,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240723162253NAL0012138929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,839,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,839,062
- Net assets (BOY)
- $20,635,139
Income & contributions
- Employer contributions
- $336,055
- Participant contributions
- $1,382,541
- Total contributions
- $2,984,363
- Total income / additions
- $6,586,774
Expenses & distributions
- Benefits paid
- $4,293,967
- Administrative expenses
- $88,884
- Total expenses
- $4,382,851
- Net increase / (decrease)
- $2,203,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,120 | $0 | 2023 |
| Sage,Rutty And Con., Inc. | INVESTMENT ADVISOR | $0 | $52,228 | 2023 |
| Rimkus Marciano & Associates Inc | CONTRACT ADMINISTRATOR | $3,790 | $8,268 | 2023 |
| Mengel Metzger Barr And Co. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fisher Associates, P.E., L.S., L.A., D.P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Principal Life Insurance Company — Schedule C compensation
- Sage,Rutty And Con., Inc. — Schedule C compensation
- Rimkus Marciano & Associates Inc — Schedule C compensation
- Mengel Metzger Barr And Co. — Schedule C compensation