2023 Form 5500 filing — Zippy'S 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 20250414224706NAL0002540609001) for Zippy'S 401(K) Profit Sharing Plan, reported by Fch Enterprises, Inc. under EIN 99-0115806 and plan number 001. It reports 1,185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414224706NAL0002540609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fch Enterprises, Inc.
- EIN
- 99-0115806
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,297,778
- Total liabilities (EOY)
- $33,519
- Net assets (EOY)
- $41,264,259
- Employer contributions
- $548,192
- Participant contributions
- $2,189,019
- Total income / additions
- $7,706,796
- Benefits paid
- $2,061,011
- Administrative expenses
- $127,348
- Total expenses
- $2,219,483
- Net increase / (decrease)
- $5,487,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $124,457 | $0 |
| Lpl Financial | INVESTMENT ADVISORY SERVI | $54,799 | $0 |
| Suemori & Inouye, Inc. | THIRD PARTY ADMINISTRATOR | $3,835 | $18,241 |