2023 Form 5500 filing — Georg Fischer Savings Tax-Advantaged Retirement 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 20240906111927NAL0001028897001) for Georg Fischer Savings Tax-Advantaged Retirement Plan, reported by Georg Fischer Signet LLC under EIN 95-1768356 and plan number 001. It reports 1,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906111927NAL0001028897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Georg Fischer Signet LLC
- EIN
- 95-1768356
- Plan number
- 001
- Location
- Irwindale, CA
- Participants
- 1,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,577,880
- Net assets (EOY)
- $142,577,880
- Employer contributions
- $6,000,499
- Participant contributions
- $8,466,235
- Total income / additions
- $35,031,266
- Benefits paid
- $10,932,859
- Administrative expenses
- $199,800
- Total expenses
- $11,148,657
- Net increase / (decrease)
- $23,882,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $143,272 | not reported in the loaded dataset |
| Multnomah Group Inc | NONE | $29,303 | not reported in the loaded dataset |
| P M Holding Group Llp | NONE | $27,150 | not reported in the loaded dataset |
| Spinnaker Investment Group LLC | NONE | $5,351 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $228 | $0 |