2023 Form 5500 filing — Fitch Creations, Inc. 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 20240809131556NAL0006317969001) for Fitch Creations, Inc. 401(K) Profit Sharing Plan, reported by Fitch Creations, Inc. under EIN 56-0733041 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809131556NAL0006317969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fitch Creations, Inc.
- EIN
- 56-0733041
- Plan number
- 002
- Location
- Pittsboro, NC
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,945,379
- Net assets (EOY)
- $12,945,379
- Employer contributions
- $111,779
- Participant contributions
- $283,757
- Total income / additions
- $2,672,870
- Benefits paid
- $517,550
- Administrative expenses
- $45,791
- Total expenses
- $563,341
- Net increase / (decrease)
- $2,109,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oak Harbor Wealth Partners | INVESTMENT ADVISOR | $28,956 | not reported in the loaded dataset |
| Mvp Plan Administrators | RECORDKEEPER | $15,727 | $0 |