Fishbeck Retirement Plan — Form 5500 plan (Fishbeck, Thompson, Carr & Huber, Pc)
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, Fishbeck Retirement Plan is a benefit plan reported by Fishbeck, Thompson, Carr & Huber, Pc under EIN 38-1841857 and plan number 002. The latest loaded filing year is 2023. The filing reports 670 participants and $98,368,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fishbeck, Thompson, Carr & Huber, Pc
- EIN
- 38-1841857
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $98,368,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20241010085846NAL0033647072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,368,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,368,578
- Net assets (BOY)
- $78,628,343
Income & contributions
- Employer contributions
- $3,204,400
- Participant contributions
- $5,875,099
- Total contributions
- $11,016,726
- Total income / additions
- $26,971,516
Expenses & distributions
- Benefits paid
- $7,230,599
- Administrative expenses
- $0
- Total expenses
- $7,231,281
- Net increase / (decrease)
- $19,740,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rehmann Financial | ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,258 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$75,614 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fishbeck, Thompson, Carr & Huber, Pc
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grand Rapids, MI
- Rehmann Financial — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation