Fish & Richardson Profit Sharing 401(K) Plan — Form 5500 plan (Fish & Richardson P.C.)
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, Fish & Richardson Profit Sharing 401(K) Plan is a benefit plan reported by Fish & Richardson P.C. under EIN 04-3254521 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,478 participants and $573,365,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fish & Richardson P.C.
- EIN
- 04-3254521
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 1,478
- End-of-year plan assets
- $573,365,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,478 | H, C | 20241007131425NAL0027499152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $573,365,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $573,365,749
- Net assets (BOY)
- $486,140,845
Income & contributions
- Employer contributions
- $14,406,690
- Participant contributions
- $11,936,837
- Total contributions
- $29,327,589
- Total income / additions
- $112,358,060
Expenses & distributions
- Benefits paid
- $27,010,847
- Administrative expenses
- $218,382
- Total expenses
- $27,229,229
- Net increase / (decrease)
- $85,128,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $157,197 | not reported in the loaded dataset | 2023 |
| Advanced Capital Group | NONE | $87,360 | not reported in the loaded dataset | 2023 |
| Wold Financial Group LLC | NONE | $22,037 | not reported in the loaded dataset | 2023 |
| Makrod Investment Associates | NONE | $11,934 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $8,987 | not reported in the loaded dataset | 2023 |
| Index Fund Advisors Inc | NONE | $5,099 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,521 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $7 | $2,417 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fish & Richardson P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Milliman, Inc. — Schedule C compensation
- Advanced Capital Group — Schedule C compensation
- Wold Financial Group LLC — Schedule C compensation
- Makrod Investment Associates — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Index Fund Advisors Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation