2023 Form 5500 filing — Fitch Irick Corporation LLC 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 20240805143603NAL0000740403001) for Fitch Irick Corporation LLC 401(K) Profit Sharing Plan, reported by Fitch Irick Corporation under EIN 47-2224429 and plan number 001. It reports 319 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)$2.7MReported net assets$2,681,123
Participants319
Provider compensation$24.9K3 Schedule C row(s)$24,880
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240805143603NAL0000740403001
Plan sponsor
Fitch Irick Corporation
EIN
47-2224429
Plan number
001
Location
Charlotte, NC
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$58.3K
Benefits paid / distributions$33.5K
Contributions
Employer$157.2K
Participant$275.1K
Full reported line items
Total assets (EOY)
$2,681,123
Total liabilities (EOY)
$0
Net assets (EOY)
$2,681,123
Employer contributions
$157,176
Participant contributions
$275,064
Total income / additions
$1,135,027
Benefits paid
$33,455
Administrative expenses
$24,880
Total expenses
$58,335
Net increase / (decrease)
$1,076,692
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $14.3K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $9.6K · Indirect $0
  3. 3
    INVESTMENT ADVISORY-PLAN · Direct $993

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805143603NAL0000740403001 cover?
It is the 2023 Form 5500 filing for Fitch Irick Corporation LLC 401(K) Profit Sharing Plan, reported by Fitch Irick Corporation (EIN 47-2224429).
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