2023 Form 5500 filing — Fortive Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702140520NAL0003601043001) for Fortive Retirement Savings Plan, reported by Fortive Corporation under EIN 47-5654583 and plan number 001. It reports 14,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702140520NAL0003601043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fortive Corporation
- EIN
- 47-5654583
- Plan number
- 001
- Location
- Everett, WA
- Participants
- 14,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,916,252,438
- Total liabilities (EOY)
- $732,614
- Net assets (EOY)
- $1,915,519,824
- Employer contributions
- $61,008,519
- Participant contributions
- $94,277,926
- Total income / additions
- $489,842,861
- Benefits paid
- $193,340,139
- Administrative expenses
- $1,036,936
- Total expenses
- $194,377,075
- Net increase / (decrease)
- $295,465,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $459,858 | not reported in the loaded dataset |
| Fidelity Inv'S Inst'L Op'S Co, LLC | RECORDKEEPER | $357,550 | $0 |
| R.V. Kuhns & Associates Inc | CONSULTANT | $110,835 | not reported in the loaded dataset |
| Seyfarth Shaw | ATTORNEY / LEGAL | $61,765 | not reported in the loaded dataset |
| Fidelity Investments Tax-Exempt Ser | RECORDKEEPER'S AFFILIATE | $47,943 | not reported in the loaded dataset |