2023 Form 5500 filing — Ffkr Architects/Planners Ii 401(K) 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 20241014161544NAL0013605411001) for Ffkr Architects/Planners Ii 401(K) Profit Sharing Plan, reported by Ffkr Architects/Planners Ii under EIN 87-0410426 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161544NAL0013605411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ffkr Architects/Planners Ii
- EIN
- 87-0410426
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,205,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,205,409
- Employer contributions
- $251,239
- Participant contributions
- $1,271,663
- Total income / additions
- $6,636,905
- Benefits paid
- $771,142
- Administrative expenses
- $0
- Total expenses
- $771,142
- Net increase / (decrease)
- $5,865,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $32,558 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $29,334 | not reported in the loaded dataset |
| National Benefit Services | CONTRACT ADMIN | $1,750 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $585 | not reported in the loaded dataset |