Fisher-Titus Health 401(K) Plan — Form 5500 plan (Fisher-Titus Health)

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-Titus Health 401(K) Plan is a benefit plan reported by Fisher-Titus Health under EIN 34-1476935 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,329 participants and $130,988,577 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fisher-Titus Health
EIN
34-1476935
Plan number
004
Plan type
2
Location
Norwalk, OH
Latest filing year
2023
Participants
1,329
End-of-year plan assets
$130,988,577

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,329H, C20241014153538NAL0015223315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,988,577
Total liabilities (EOY)
$0
Net assets (EOY)
$130,988,577
Net assets (BOY)
$123,682,261

Income & contributions

Employer contributions
$2,464,594
Participant contributions
$5,438,077
Total contributions
$8,324,076
Total income / additions
$27,245,395

Expenses & distributions

Benefits paid
$19,695,116
Administrative expenses
$179,417
Total expenses
$19,939,079
Net increase / (decrease)
$7,306,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$120,441$02023
Ubs Financial Services IncADVISOR$60,000not reported in the loaded dataset2023

Related Form 5500 pages