2023 Form 5500 filing — Fpi Management, 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 20240909102019NAL0007614624001) for Fpi Management, Inc. 401(K) Plan, reported by Fpi Management, Inc. under EIN 68-0217638 and plan number 002. It reports 3,710 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909102019NAL0007614624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fpi Management, Inc.
- EIN
- 68-0217638
- Plan number
- 002
- Location
- Folsom, CA
- Participants
- 3,710
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,051,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,051,796
- Employer contributions
- $30,425
- Participant contributions
- $2,615,309
- Total income / additions
- $6,253,166
- Benefits paid
- $1,405,410
- Administrative expenses
- $100,229
- Total expenses
- $1,548,190
- Net increase / (decrease)
- $4,704,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $55,528 | $813 |
| Lpl Financial LLC-Rpcp | RECORD KEEPER | $52,066 | $0 |
| Cetera Retirement Plan Specialists | RECORD KEEPER | $20,625 | $0 |
| Iron-Co-Fid--Index-Comprehensive | BROKER | $8,317 | $0 |
| Nationwide Life Insurance Company | RECORD KEEPER | $1,663 | $0 |