Fisher & Company, Incorporated 401(K) Plan — Form 5500 plan (Fisher & Company, 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 & Company, Incorporated 401(K) Plan is a benefit plan reported by Fisher & Company, Inc under EIN 38-1783305 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,462 participants and $65,003,538 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$65MPlan net assets, end of year$65,003,538
Participants1.5KCovered participants reported1,462
Assets / participant$44.5KComputed: assets ÷ participants$44,462 (computed)
Provider compensation$163.5K2 Schedule C provider row(s)$163,458
- Plan sponsor
- Fisher & Company, Inc
- EIN
- 38-1783305
- Plan number
- 003
- Plan type
- 2
- Location
- Saint Clair Shores, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,462 | H, C | 20240911125538NAL0004275987001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$65M total assets
Net assets$65MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $65,003,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,003,538
- Net assets (BOY)
- $52,802,758
Income & contributions
- Employer contributions
- $3,263,066
- Participant contributions
- $3,059,264
- Total contributions
- $6,986,513
- Total income / additions
- $16,582,106
Expenses & distributions
- Benefits paid
- $4,244,871
- Administrative expenses
- $123,964
- Total expenses
- $4,381,326
- Net increase / (decrease)
- $12,200,780
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $140,597 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | NONE | $22,861 | not reported in the loaded dataset | 2023 |