The Fisher Barton Group Retirement Plan — Form 5500 plan (Fisher-Barton 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, The Fisher Barton Group Retirement Plan is a benefit plan reported by Fisher-Barton Inc. under EIN 20-3208428 and plan number 001. The latest loaded filing year is 2023. The filing reports 861 participants and $35,386,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fisher-Barton Inc.
- EIN
- 20-3208428
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, WI
- Latest filing year
- 2023
- Participants
- 861
- End-of-year plan assets
- $35,386,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 861 | H, C | 20241014125609NAL0014956771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,386,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,386,516
- Net assets (BOY)
- $34,619,752
Income & contributions
- Employer contributions
- $1,042,724
- Participant contributions
- $2,824,230
- Total contributions
- $4,168,128
- Total income / additions
- $9,466,823
Expenses & distributions
- Benefits paid
- $8,566,987
- Administrative expenses
- $132,818
- Total expenses
- $8,700,059
- Net increase / (decrease)
- $766,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $73,061 | $0 | 2023 |
| Alpha Investment Consulting Group, | PLAN ADMINISTRATOR | $27,083 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | ACCOUNTANT/AUDITOR | $26,921 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,753 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fisher-Barton Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Watertown, WI
- Fidelity Investments Institutional — Schedule C compensation
- Alpha Investment Consulting Group, — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation