2023 Form 5500 filing — Fiskars Group 401(K) Retirement Savings 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 20241003144121NAL0017866080001) for Fiskars Group 401(K) Retirement Savings Plan, reported by Fiskars Brands, Inc. under EIN 39-1500309 and plan number 003. It reports 1,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003144121NAL0017866080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiskars Brands, Inc.
- EIN
- 39-1500309
- Plan number
- 003
- Location
- Middleton, WI
- Participants
- 1,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,492,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,492,380
- Employer contributions
- $2,535,977
- Participant contributions
- $3,847,285
- Total income / additions
- $25,465,684
- Benefits paid
- $12,833,776
- Administrative expenses
- $206,465
- Total expenses
- $13,070,615
- Net increase / (decrease)
- $12,395,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,878 | $0 |
| Francis Investment Couns | INVESTMENT ADVISORY | $83,565 | not reported in the loaded dataset |
| Francis LLC | INVESTMENT ADVISORY | $52,093 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT | $29,522 | not reported in the loaded dataset |
| Francis LLC | INV ADV, PARTICIPANTS | $28,099 | not reported in the loaded dataset |