2023 Form 5500 filing — Fisher & Paykel Holdings, Inc. 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 20240830125345NAL0007149875001) for Fisher & Paykel Holdings, Inc. 401(K) Plan, reported by Fisher & Paykel Holdings, Inc. under EIN 33-0721612 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830125345NAL0007149875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fisher & Paykel Holdings, Inc.
- EIN
- 33-0721612
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,567,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,567,194
- Employer contributions
- $653,174
- Participant contributions
- $3,007,162
- Total income / additions
- $10,217,080
- Benefits paid
- $3,557,593
- Administrative expenses
- $98,922
- Total expenses
- $3,679,780
- Net increase / (decrease)
- $6,537,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,911 | $0 |
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $26,348 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $24,533 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $8,130 | not reported in the loaded dataset |