Fischer Homes 401(K) Profit Plus Plan And Trust — Form 5500 plan (Fischer Management, LLC)
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, Fischer Homes 401(K) Profit Plus Plan And Trust is a benefit plan reported by Fischer Management, LLC under EIN 61-0990213 and plan number 001. The latest loaded filing year is 2023. The filing reports 969 participants and $78,757,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fischer Management, LLC
- EIN
- 61-0990213
- Plan number
- 001
- Plan type
- 2
- Location
- Erlanger, KY
- Latest filing year
- 2023
- Participants
- 969
- End-of-year plan assets
- $78,757,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 969 | H, C | 20241008092806NAL0008217923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,757,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,757,751
- Net assets (BOY)
- $68,269,612
Income & contributions
- Employer contributions
- $6,770,209
- Participant contributions
- $6,680,579
- Total contributions
- $13,469,462
- Total income / additions
- $25,134,340
Expenses & distributions
- Benefits paid
- $14,536,534
- Administrative expenses
- $109,667
- Total expenses
- $14,646,201
- Net increase / (decrease)
- $10,488,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pca Investment Advisory Services | NONE | $59,691 | not reported in the loaded dataset | 2023 |
| Pension Corporation Of America | NONE | $31,380 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $18,596 | $2,440 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fischer Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Erlanger, KY
- Pca Investment Advisory Services — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation