2023 Form 5500 filing — Fullmer Construction 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 20241010144003NAL0036151120001) for Fullmer Construction 401(K) Plan, reported by Fullmer Construction under EIN 95-2885538 and plan number 003. It reports 173 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)$15.1MReported net assets$15,070,297
Participants173
Provider compensation$61.2K2 Schedule C row(s)$61,193
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010144003NAL0036151120001
Plan sponsor
Fullmer Construction
EIN
95-2885538
Plan number
003
Location
Ontario, CA
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)$15.1M total assets
Net assets$15.1MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$402.2K
Participant$1.3M
Full reported line items
Total assets (EOY)
$15,070,297
Total liabilities (EOY)
$0
Net assets (EOY)
$15,070,297
Employer contributions
$402,152
Participant contributions
$1,266,337
Total income / additions
$3,562,593
Benefits paid
$1,758,167
Administrative expenses
$61,190
Total expenses
$1,819,357
Net increase / (decrease)
$1,743,236
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $31.5K · Indirect $7
  2. 2
    CONTRACT ADMINISTRATOR · Direct $29.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010144003NAL0036151120001 cover?
It is the 2023 Form 5500 filing for Fullmer Construction 401(K) Plan, reported by Fullmer Construction (EIN 95-2885538).
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).

Related Form 5500 pages