2023 Form 5500 filing — Fisher Brothers Employees' 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 20241011121436NAL0012468387001) for Fisher Brothers Employees' Savings Plan, reported by Fisher Brothers Management Company under EIN 13-1804067 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121436NAL0012468387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fisher Brothers Management Company
- EIN
- 13-1804067
- Plan number
- 001
- Location
- New York City, NY
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,784,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,784,684
- Employer contributions
- $791,169
- Participant contributions
- $2,483,256
- Total income / additions
- $10,279,352
- Benefits paid
- $2,647,120
- Administrative expenses
- $93,819
- Total expenses
- $2,763,379
- Net increase / (decrease)
- $7,515,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $43,500 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $37,879 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,441 | not reported in the loaded dataset |