Fetzers' Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fetzers' 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, Fetzers' Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fetzers' Inc. under EIN 87-0172410 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $20,867,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fetzers' Inc.
- EIN
- 87-0172410
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $20,867,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241014114139NAL0014859843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,867,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,867,485
- Net assets (BOY)
- $16,935,109
Income & contributions
- Employer contributions
- $404,124
- Participant contributions
- $747,597
- Total contributions
- $1,151,721
- Total income / additions
- $4,650,693
Expenses & distributions
- Benefits paid
- $614,065
- Administrative expenses
- $105,000
- Total expenses
- $718,317
- Net increase / (decrease)
- $3,932,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cannon Capital Management Inc | INVESTMENT ADVISOR | $31,958 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,910 | $0 | 2023 |
| Fiduciary Wise LLC | OTHER | $8,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,174 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fetzers' Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Cannon Capital Management Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Fiduciary Wise LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation