Fisher59, LLC 401(K) Plan — Form 5500 plan (Fisher59, 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, Fisher59, LLC 401(K) Plan is a benefit plan reported by Fisher59, LLC under EIN 75-1669730 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $13,235,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fisher59, LLC
EIN
75-1669730
Plan number
002
Plan type
2
Location
Denton, TX
Latest filing year
2023
Participants
260
End-of-year plan assets
$13,235,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20240916123309NAL0001509137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,235,948
Total liabilities (EOY)
$0
Net assets (EOY)
$13,235,948
Net assets (BOY)
$10,350,470

Income & contributions

Employer contributions
$448,287
Participant contributions
$808,854
Total contributions
$1,419,297
Total income / additions
$3,329,794

Expenses & distributions

Benefits paid
$406,244
Administrative expenses
$38,072
Total expenses
$444,316
Net increase / (decrease)
$2,885,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,040$02023
Mwh Group, P.C.ACCOUNTANT/AUDITOR$13,530not reported in the loaded dataset2023

Related Form 5500 pages