Plan5500

Fairmont Schools, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fairmont Schools, 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, Fairmont Schools, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fairmont Schools, Inc. under EIN 95-3046467 and plan number 002. The latest loaded filing year is 2023. The filing reports 541 participants and $27,186,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fairmont Schools, Inc.
EIN
95-3046467
Plan number
002
Plan type
2
Location
Anaheim, CA
Latest filing year
2023
Participants
541
End-of-year plan assets
$27,186,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023541H, C20260514132424NAL0016651522001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,186,186
Total liabilities (EOY)
$0
Net assets (EOY)
$27,186,186
Net assets (BOY)
$23,967,166

Income & contributions

Employer contributions
$680,299
Participant contributions
$1,533,813
Total contributions
$2,320,127
Total income / additions
$5,745,290

Expenses & distributions

Benefits paid
$2,451,164
Administrative expenses
$75,106
Total expenses
$2,526,270
Net increase / (decrease)
$3,219,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth Advisors LLCINVESTMENT ADVISOR$65,580not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$9,526$02023

Related Form 5500 pages