Fsi, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Fsi, 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, Fsi, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Fsi, Inc. under EIN 39-1751953 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,399 participants and $6,735,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fsi, Inc.
- EIN
- 39-1751953
- Plan number
- 001
- Plan type
- 2
- Location
- Portage, WI
- Latest filing year
- 2023
- Participants
- 1,399
- End-of-year plan assets
- $6,735,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,399 | H, C | 20241015104130NAL0029285601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,735,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,735,555
- Net assets (BOY)
- $4,601,580
Income & contributions
- Employer contributions
- $415,592
- Participant contributions
- $890,555
- Total contributions
- $1,625,113
- Total income / additions
- $2,484,282
Expenses & distributions
- Benefits paid
- $338,439
- Administrative expenses
- $11,868
- Total expenses
- $350,307
- Net increase / (decrease)
- $2,133,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premier Retirement Partners | NONE | $3,010 | $5,341 | 2023 |
| Empower Advisory Group LLC | NONE | $5,608 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services Inc | NONE | $0 | $5,325 | 2023 |
| Empower Annuity Insurance Company | NONE | $3,250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fsi, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Portage, WI
- Premier Retirement Partners — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation