2023 Form 5500 filing — The Fisher Barton Group Retirement 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 20241014125609NAL0014956771001) for The Fisher Barton Group Retirement Plan, reported by Fisher-Barton Inc. under EIN 20-3208428 and plan number 001. It reports 861 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125609NAL0014956771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fisher-Barton Inc.
- EIN
- 20-3208428
- Plan number
- 001
- Location
- Watertown, WI
- Participants
- 861
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,386,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,386,516
- Employer contributions
- $1,042,724
- Participant contributions
- $2,824,230
- Total income / additions
- $9,466,823
- Benefits paid
- $8,566,987
- Administrative expenses
- $132,818
- Total expenses
- $8,700,059
- Net increase / (decrease)
- $766,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $73,061 | $0 |
| Alpha Investment Consulting Group, | PLAN ADMINISTRATOR | $27,083 | not reported in the loaded dataset |
| Bdo Usa Llp | ACCOUNTANT/AUDITOR | $26,921 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,753 | not reported in the loaded dataset |