2023 Form 5500 filing — Fletcher Tilton Pc Profit Sharing Plan And Trust
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 20241003140239NAL0010640321001) for Fletcher Tilton Pc Profit Sharing Plan And Trust, reported by Fletcher Tilton Pc under EIN 04-2628601 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003140239NAL0010640321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fletcher Tilton Pc
- EIN
- 04-2628601
- Plan number
- 001
- Location
- Worcester, MA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,891,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,891,429
- Employer contributions
- $718,608
- Participant contributions
- $833,975
- Total income / additions
- $6,295,610
- Benefits paid
- $1,026,856
- Administrative expenses
- $19,642
- Total expenses
- $1,046,498
- Net increase / (decrease)
- $5,249,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Operations | RECORDKEEPER | $0 | $19,642 |
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | not reported in the loaded dataset |