Plan5500

Fisher Associates, P.E., L.S., L.A., D.P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fisher Associates, P.E., L.S., L.A., D.P.C. (EIN 16-1373998) is a plan sponsor located in Rochester, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1373998
Location
Rochester, NY
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.8MSummed across loaded plans$22,839,062
Total reported assets$22.8M$22,839,062
Total reported participants205
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22.8M total assets
Net assets$22.8MLiabilities$0
Contributions & income
Employer contributions$336.1K
Participant contributions$1.4M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.4M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Fisher Associates, P.E., L.S., L.A., D.P.C. 401(K) Profit Sharing Plan
Participants per plan205Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Fisher Associates, P.E., L.S., L.A., D.P.C. 401(K) Profit Sharing Plan$22.8M
    Plan #001 · 205 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fisher Associates, P.E., L.S., L.A., D.P.C.
YearPlanParticipantsSchedulesFiling
2023Fisher Associates, P.E., L.S., L.A., D.P.C. 401(K) Profit Sharing Plan205H, C20240723162253NAL0012138929001

Related Form 5500 pages