Fisher Brothers Employees' Savings Plan — Form 5500 plan (Fisher Brothers Management Company)
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, Fisher Brothers Employees' Savings Plan is a benefit plan reported by Fisher Brothers Management Company under EIN 13-1804067 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $55,784,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fisher Brothers Management Company
- EIN
- 13-1804067
- Plan number
- 001
- Plan type
- 2
- Location
- New York City, NY
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $55,784,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241011121436NAL0012468387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,784,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,784,684
- Net assets (BOY)
- $48,268,711
Income & contributions
- Employer contributions
- $791,169
- Participant contributions
- $2,483,256
- Total contributions
- $3,640,418
- Total income / additions
- $10,279,352
Expenses & distributions
- Benefits paid
- $2,647,120
- Administrative expenses
- $93,819
- Total expenses
- $2,763,379
- Net increase / (decrease)
- $7,515,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $43,500 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $37,879 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,441 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fisher Brothers Management Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York City, NY
- Mma Securities LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation