2023 Form 5500 filing — Fetch 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 20241218145000NAL0005793248001) for Fetch 401(K) Plan, reported by Fetch Rewards, Inc. under EIN 82-2979008 and plan number 002. It reports 905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$27.2MReported net assets$27,201,353
Participants905
Provider compensation$52.2K2 Schedule C row(s)$52,225
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241218145000NAL0005793248001
Plan sponsor
Fetch Rewards, Inc.
EIN
82-2979008
Plan number
002
Location
Madison, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$27.2M total assets
Net assets$27.2MLiabilities$0
Money in vs. money out
Total income / additions$15.3M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$2.9M
Participant$6.6M
Full reported line items
Total assets (EOY)
$27,201,353
Total liabilities (EOY)
$0
Net assets (EOY)
$27,201,353
Employer contributions
$2,878,626
Participant contributions
$6,575,528
Total income / additions
$15,323,062
Benefits paid
$2,419,644
Administrative expenses
$52,930
Total expenses
$2,473,667
Net increase / (decrease)
$12,849,395

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$34,923$0
Nfp Retirement IncADVISOR$17,302not reported in the loaded dataset

Related Form 5500 pages