2023 Form 5500 filing — Fluid Components International, LLC 401k Profit Sharing 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 20241010153317NAL0040677234001) for Fluid Components International, LLC 401k Profit Sharing Plan, reported by Fluid Components International, LLC under EIN 83-0302262 and plan number 002. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153317NAL0040677234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fluid Components International, LLC
- EIN
- 83-0302262
- Plan number
- 002
- Location
- San Marcos, CA
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,322,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,322,369
- Employer contributions
- $590,866
- Participant contributions
- $1,579,830
- Total income / additions
- $7,959,264
- Benefits paid
- $5,015,685
- Administrative expenses
- $77,517
- Total expenses
- $5,093,202
- Net increase / (decrease)
- $2,866,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $45,512 | not reported in the loaded dataset |
| Beacon Pointe Advisors, LLC | NONE | $18,750 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $13,250 | not reported in the loaded dataset |
| Charles Schwab Trust Company | NONE | $0 | $9,480 |