Fmi Corporation Retirement Savings 401(K) Plan — Form 5500 plan (Fmi Corporation)
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, Fmi Corporation Retirement Savings 401(K) Plan is a benefit plan reported by Fmi Corporation under EIN 56-1223249 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $55,347,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fmi Corporation
- EIN
- 56-1223249
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $55,347,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240924092641NAL0007321971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,347,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,347,382
- Net assets (BOY)
- $50,307,977
Income & contributions
- Employer contributions
- $2,788,557
- Participant contributions
- $2,177,061
- Total contributions
- $5,575,751
- Total income / additions
- $14,686,023
Expenses & distributions
- Benefits paid
- $9,551,826
- Administrative expenses
- $94,792
- Total expenses
- $9,646,618
- Net increase / (decrease)
- $5,039,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $60,022 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $35,370 | $0 | 2023 |