2023 Form 5500 filing — Fish & Richardson Principals' Cash Balance 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 20241014130904NAL0013323827001) for Fish & Richardson Principals' Cash Balance Plan, reported by Fish & Richardson, P.C. under EIN 04-3254521 and plan number 004. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130904NAL0013323827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fish & Richardson, P.C.
- EIN
- 04-3254521
- Plan number
- 004
- Location
- Minneapolis, MN
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,646,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,646,709
- Employer contributions
- $13,869,716
- Total income / additions
- $22,097,004
- Benefits paid
- $14,099,564
- Administrative expenses
- $87,357
- Total expenses
- $14,186,921
- Net increase / (decrease)
- $7,910,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Capital Group | NONE | $87,360 | not reported in the loaded dataset |