2023 Form 5500 filing — Fisher'S Technology 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 20241010143249NAL0020342417001) for Fisher'S Technology 401(K) Plan, reported by Fishers Document Systems, Inc. Dba Fishers Technology under EIN 82-0464898 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143249NAL0020342417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fishers Document Systems, Inc. Dba Fishers Technology
- EIN
- 82-0464898
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,600,885
- Total liabilities (EOY)
- $20,120
- Net assets (EOY)
- $8,580,765
- Employer contributions
- $353,049
- Participant contributions
- $815,876
- Total income / additions
- $2,505,494
- Benefits paid
- $884,993
- Administrative expenses
- $60,198
- Total expenses
- $945,191
- Net increase / (decrease)
- $1,560,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $18,181 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $17,336 | $0 |
| Nichols Accounting | AUDITOR | $9,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,656 | not reported in the loaded dataset |
| Benefits2 Administrators LLC | CONTRACT ADMIN | $2,322 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $1,423 | not reported in the loaded dataset |