Zippy'S 401(K) Profit Sharing Plan — Form 5500 plan (Fch Enterprises, 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, Zippy'S 401(K) Profit Sharing Plan is a benefit plan reported by Fch Enterprises, Inc. under EIN 99-0115806 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,185 participants and $41,297,778 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fch Enterprises, Inc.
EIN
99-0115806
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
1,185
End-of-year plan assets
$41,297,778

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,185H, C20250414224706NAL0002540609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,297,778
Total liabilities (EOY)
$33,519
Net assets (EOY)
$41,264,259
Net assets (BOY)
$35,776,946

Income & contributions

Employer contributions
$548,192
Participant contributions
$2,189,019
Total contributions
$2,963,821
Total income / additions
$7,706,796

Expenses & distributions

Benefits paid
$2,061,011
Administrative expenses
$127,348
Total expenses
$2,219,483
Net increase / (decrease)
$5,487,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$124,457$02023
Lpl FinancialINVESTMENT ADVISORY SERVI$54,799$02023
Suemori & Inouye, Inc.THIRD PARTY ADMINISTRATOR$3,835$18,2412023

Related Form 5500 pages