Albert F. Fitzgerald, Inc. 401(K) Plan — Form 5500 plan (Albert F. Fitzgerald, Inc.)
Plain-English plan 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, Albert F. Fitzgerald, Inc. 401(K) Plan is a benefit plan reported by Albert F. Fitzgerald, Inc. under EIN 04-2373147 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $4,541,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albert F. Fitzgerald, Inc.
- EIN
- 04-2373147
- Plan number
- 001
- Plan type
- 2
- Location
- North Reading, MA
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $4,541,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20240520142957NAL0000610307001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,541,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,541,614
- Net assets (BOY)
- $3,697,367
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $220,101
- Total income / additions
- $918,876
Expenses & distributions
- Benefits paid
- $46,524
- Administrative expenses
- $225
- Total expenses
- $74,629
- Net increase / (decrease)
- $844,247
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.