Fletcher Tilton Pc Profit Sharing Plan And Trust — Form 5500 plan (Fletcher Tilton Pc)
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, Fletcher Tilton Pc Profit Sharing Plan And Trust is a benefit plan reported by Fletcher Tilton Pc under EIN 04-2628601 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $34,891,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fletcher Tilton Pc
- EIN
- 04-2628601
- Plan number
- 001
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $34,891,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241003140239NAL0010640321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,891,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,891,429
- Net assets (BOY)
- $29,642,317
Income & contributions
- Employer contributions
- $718,608
- Participant contributions
- $833,975
- Total contributions
- $1,972,203
- Total income / additions
- $6,295,610
Expenses & distributions
- Benefits paid
- $1,026,856
- Administrative expenses
- $19,642
- Total expenses
- $1,046,498
- Net increase / (decrease)
- $5,249,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Operations | RECORDKEEPER | $0 | $19,642 | 2023 |
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | not reported in the loaded dataset | 2023 |