2023 Form 5500 filing — Fairfield Retirement And 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 20241008080959NAL0033127074001) for Fairfield Retirement And Savings Plan, reported by Fairfield-Maxwell Ltd. under EIN 13-1878439 and plan number 001. It reports 179 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)$35MReported net assets$34,975,408

Participants179

Provider compensation$67.1K3 Schedule C row(s)$67,111

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008080959NAL0033127074001
Plan sponsor: Fairfield-Maxwell Ltd.
EIN: 13-1878439
Plan number: 001
Location: New York, NY
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)$35M total assets

Net assets$35MLiabilities—

Money in vs. money out

Total income / additions$7M

Total expenses$3.7M

Benefits paid / distributions$3.7M

Contributions

Employer$502.2K

Participant$882.3K

Full reported line items

Total assets (EOY): $34,975,408
Net assets (EOY): $34,975,408
Employer contributions: $502,159
Participant contributions: $882,252
Total income / additions: $6,966,411
Benefits paid: $3,723,910
Administrative expenses: $24,680
Total expenses: $3,748,590
Net increase / (decrease): $3,217,821

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company$44.1K
RECORDKEEPER · Direct $44.1K · Indirect $0
2
Pensionmark Financial Group LLC$13.3K
INVESTMENT ADVISOR · Direct $13.3K · Indirect $0
3
Nova 401(K) Associates$9.7K
CONTRACT ADMIN · Direct $0 · Indirect $9.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008080959NAL0033127074001 cover?: It is the 2023 Form 5500 filing for Fairfield Retirement And Savings Plan, reported by Fairfield-Maxwell Ltd. (EIN 13-1878439).
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).