Fisk Alloy, Inc. 401(K) Savings Plan — Form 5500 plan (Fisk Holdings 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, Fisk Alloy, Inc. 401(K) Savings Plan is a benefit plan reported by Fisk Holdings Inc. under EIN 22-2010560 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $10,674,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fisk Holdings Inc.
- EIN
- 22-2010560
- Plan number
- 001
- Plan type
- 2
- Location
- Hawthorne, NJ
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $10,674,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241011122809NAL0038708160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,674,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,674,412
- Net assets (BOY)
- $8,429,647
Income & contributions
- Employer contributions
- $440,670
- Participant contributions
- $837,324
- Total contributions
- $1,328,772
- Total income / additions
- $2,717,639
Expenses & distributions
- Benefits paid
- $420,255
- Administrative expenses
- $52,619
- Total expenses
- $472,874
- Net increase / (decrease)
- $2,244,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Securities | INVESTMENT ADVISOR | $22,110 | not reported in the loaded dataset | 2023 |
| Retirewell Administrators LLC | TPA | $13,943 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $2,058 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,172 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fisk Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hawthorne, NJ
- Ubs Financial Securities — Schedule C compensation
- Retirewell Administrators LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation