Fisher & Paykel Holdings, Inc. 401(K) Plan — Form 5500 plan (Fisher & Paykel Holdings, 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, Fisher & Paykel Holdings, Inc. 401(K) Plan is a benefit plan reported by Fisher & Paykel Holdings, Inc. under EIN 33-0721612 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $38,567,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fisher & Paykel Holdings, Inc.
- EIN
- 33-0721612
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $38,567,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20240830125345NAL0007149875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,567,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,567,194
- Net assets (BOY)
- $32,029,894
Income & contributions
- Employer contributions
- $653,174
- Participant contributions
- $3,007,162
- Total contributions
- $4,172,242
- Total income / additions
- $10,217,080
Expenses & distributions
- Benefits paid
- $3,557,593
- Administrative expenses
- $98,922
- Total expenses
- $3,679,780
- Net increase / (decrease)
- $6,537,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,911 | $0 | 2023 |
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $26,348 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,533 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $8,130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fisher & Paykel Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Shuster Advisory Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation