2023 Form 5500 filing — Fosdick Fulfillment Corporation 401(K) 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 20241015083835NAL0014258307001) for Fosdick Fulfillment Corporation 401(K) Plan, reported by Fosdick Fullfillment Corporation under EIN 06-0807508 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083835NAL0014258307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fosdick Fullfillment Corporation
- EIN
- 06-0807508
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,339,510
- Total liabilities (EOY)
- $41,309
- Net assets (EOY)
- $7,298,201
- Participant contributions
- $371,810
- Total income / additions
- $1,296,857
- Benefits paid
- $987,338
- Administrative expenses
- $55,553
- Total expenses
- $1,084,005
- Net increase / (decrease)
- $212,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Servcies | NONE | $38,657 | $0 |
| Morningstar Investment Management | NONE | $16,896 | not reported in the loaded dataset |