2023 Form 5500 filing — Fairfield Properties 401(K) 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 20241008161710NAL0008564851001) for Fairfield Properties 401(K) Savings Plan, reported by Fairfield Properties under EIN 13-2790635 and plan number 001. It reports 453 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)$24.4MReported net assets$24,446,375
Participants453
Provider compensation$97.1K3 Schedule C row(s)$97,118
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008161710NAL0008564851001
Plan sponsor
Fairfield Properties
EIN
13-2790635
Plan number
001
Location
Melville, NY
Received date
not reported in the loaded dataset
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)$24.4M total assets
Net assets$24.4MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$2.2M
Benefits paid / distributions$2M
Contributions
Employer$438.2K
Participant$1.9M
Full reported line items
Total assets (EOY)
$24,446,375
Total liabilities (EOY)
$0
Net assets (EOY)
$24,446,375
Employer contributions
$438,183
Participant contributions
$1,905,791
Total income / additions
$5,588,302
Benefits paid
$2,043,222
Administrative expenses
$97,118
Total expenses
$2,158,950
Net increase / (decrease)
$3,429,352

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial Services IncADVISOR$42,230not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$41,688$0
Eisneramper LlpACCOUNTANT/AUDITOR$13,200not reported in the loaded dataset

Related Form 5500 pages