Plan5500

Fleetpride Inc. Retirement & Savings Plan — Form 5500 plan (Fleetpride, 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, Fleetpride Inc. Retirement & Savings Plan is a benefit plan reported by Fleetpride, Inc. under EIN 63-0681070 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,462 participants and $162,534,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fleetpride, Inc.
EIN
63-0681070
Plan number
002
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
5,462
End-of-year plan assets
$162,534,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,462H, C20241009143316NAL0009310963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$162,534,156
Total liabilities (EOY)
$0
Net assets (EOY)
$162,534,156
Net assets (BOY)
$139,740,808

Income & contributions

Employer contributions
$2,279,952
Participant contributions
$14,415,076
Total contributions
$18,437,501
Total income / additions
$46,573,376

Expenses & distributions

Benefits paid
$23,278,752
Administrative expenses
$483,217
Total expenses
$23,780,028
Net increase / (decrease)
$22,793,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$308,153$02023
Aurora Private Wealth IncADVISOR$132,375not reported in the loaded dataset2023
WhitleypennACCOUNTANT/AUDITOR$42,689not reported in the loaded dataset2023

Related Form 5500 pages