Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust — Form 5500 plan (Fuscoe Engineering Inc)
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, Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust is a benefit plan reported by Fuscoe Engineering Inc under EIN 33-0531135 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $32,995,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fuscoe Engineering Inc
- EIN
- 33-0531135
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $32,995,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20240822181832NAL0011269858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,995,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,995,075
- Net assets (BOY)
- $30,791,826
Income & contributions
- Employer contributions
- $560,744
- Participant contributions
- $1,652,674
- Total contributions
- $2,455,170
- Total income / additions
- $7,591,163
Expenses & distributions
- Benefits paid
- $5,383,985
- Administrative expenses
- $3,929
- Total expenses
- $5,387,914
- Net increase / (decrease)
- $2,203,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roorda, Piquet & Bessee, Inc. | CONSULTANT | $11,600 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,740 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,411 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fuscoe Engineering Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Roorda, Piquet & Bessee, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation