The Fikes Companies Profit Sharing Plan & Trust — Form 5500 plan (Fikes Wholesale 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, The Fikes Companies Profit Sharing Plan & Trust is a benefit plan reported by Fikes Wholesale Inc. under EIN 74-1857841 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,152 participants and $14,439,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fikes Wholesale Inc.
- EIN
- 74-1857841
- Plan number
- 001
- Plan type
- 2
- Location
- Temple, TX
- Latest filing year
- 2023
- Participants
- 1,152
- End-of-year plan assets
- $14,439,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,152 | H, C | 20240927163457NAL0004823842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,439,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,439,667
- Net assets (BOY)
- $12,287,866
Income & contributions
- Employer contributions
- $599,128
- Participant contributions
- $1,138,531
- Total contributions
- $1,950,811
- Total income / additions
- $4,043,751
Expenses & distributions
- Benefits paid
- $1,888,990
- Administrative expenses
- $2,960
- Total expenses
- $1,891,950
- Net increase / (decrease)
- $2,151,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $2,960 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| American Century | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Principal Fund | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |
| Putnam Mutual Funds | NONE | $0 | $0 | 2023 |
| John Hancock Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Alliance Global Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fikes Wholesale Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Temple, TX
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- Invesco — Schedule C compensation
- American Century — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- American Funds — Schedule C compensation
- Principal Fund — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Janus Funds — Schedule C compensation
- Putnam Mutual Funds — Schedule C compensation
- John Hancock Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Alliance Global Funds — Schedule C compensation