2023 Form 5500 filing — Fmg Suite, LLC 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 20240923110423NAL0011280385001) for Fmg Suite, LLC 401(K) Plan, reported by Fmg Suite, LLC under EIN 27-5107472 and plan number 001. It reports 400 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)$9.6MReported net assets$9,643,762
Participants400
Provider compensation$24.2K2 Schedule C row(s)$24,151
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923110423NAL0011280385001
Plan sponsor
Fmg Suite, LLC
EIN
27-5107472
Plan number
001
Location
San Diego, CA
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)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$707.9K
Benefits paid / distributions$668.8K
Contributions
Employer$509.8K
Participant$1.5M
Full reported line items
Total assets (EOY)
$9,643,762
Total liabilities (EOY)
$0
Net assets (EOY)
$9,643,762
Employer contributions
$509,751
Participant contributions
$1,548,383
Total income / additions
$3,667,572
Benefits paid
$668,810
Administrative expenses
$24,151
Total expenses
$707,852
Net increase / (decrease)
$2,959,720
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $13.1K
  2. 2
    NONE · Direct $11.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923110423NAL0011280385001 cover?
It is the 2023 Form 5500 filing for Fmg Suite, LLC 401(K) Plan, reported by Fmg Suite, LLC (EIN 27-5107472).
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