2023 Form 5500 filing — Fender Musical Instruments 401(K) 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 20240725115426NAL0014028369001) for Fender Musical Instruments 401(K) Plan, reported by Fender Musical Instruments Corporation under EIN 33-0081996 and plan number 001. It reports 2,176 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)$118.3MReported net assets$118,295,011
Participants2.2K2,176
Provider compensation$100K2 Schedule C row(s)$99,975
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240725115426NAL0014028369001
Plan sponsor
Fender Musical Instruments Corporation
EIN
33-0081996
Plan number
001
Location
Scottsdale, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$118.3M total assets
Net assets$118.3MLiabilities
Money in vs. money out
Total income / additions$30.4M
Total expenses$11.6M
Benefits paid / distributions$11.5M
Contributions
Employer$3.5M
Participant$8.4M
Full reported line items
Total assets (EOY)
$118,295,011
Net assets (EOY)
$118,295,011
Employer contributions
$3,474,392
Participant contributions
$8,424,516
Total income / additions
$30,366,408
Benefits paid
$11,523,642
Administrative expenses
$99,975
Total expenses
$11,645,491
Net increase / (decrease)
$18,720,917
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $100K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725115426NAL0014028369001 cover?
It is the 2023 Form 5500 filing for Fender Musical Instruments 401(K) Plan, reported by Fender Musical Instruments Corporation (EIN 33-0081996).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages