2023 Form 5500 filing — Fisher Associates, P.E., L.S., L.A., D.P.C. 401(K) Profit Sharing 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 20240723162253NAL0012138929001) for Fisher Associates, P.E., L.S., L.A., D.P.C. 401(K) Profit Sharing Plan, reported by Fisher Associates, P.E., L.S., L.A., D.P.C. under EIN 16-1373998 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.8MReported net assets$22,839,062
Participants205
Provider compensation$149.4K4 Schedule C row(s)$149,406
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240723162253NAL0012138929001
- Plan sponsor
- Fisher Associates, P.E., L.S., L.A., D.P.C.
- EIN
- 16-1373998
- Plan number
- 001
- Location
- Rochester, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$22.8M total assets
Net assets$22.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,839,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,839,062
- Employer contributions
- $336,055
- Participant contributions
- $1,382,541
- Total income / additions
- $6,586,774
- Benefits paid
- $4,293,967
- Administrative expenses
- $88,884
- Total expenses
- $4,382,851
- Net increase / (decrease)
- $2,203,923
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $85,120 | $0 |
| Sage,Rutty And Con., Inc. | INVESTMENT ADVISOR | $0 | $52,228 |
| Rimkus Marciano & Associates Inc | CONTRACT ADMINISTRATOR | $3,790 | $8,268 |
| Mengel Metzger Barr And Co. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |