Fresh Consulting 401(K) Plan — Form 5500 plan (Fresh Consulting, 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, Fresh Consulting 401(K) Plan is a benefit plan reported by Fresh Consulting, Inc. under EIN 26-1532602 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $16,144,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fresh Consulting, Inc.
EIN
26-1532602
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
469
End-of-year plan assets
$16,144,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20240812232139NAL0017014016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,144,955
Total liabilities (EOY)
$0
Net assets (EOY)
$16,144,955
Net assets (BOY)
$11,629,502

Income & contributions

Employer contributions
$446,738
Participant contributions
$3,142,351
Total contributions
$4,031,132
Total income / additions
$6,364,082

Expenses & distributions

Benefits paid
$1,760,426
Administrative expenses
$87,716
Total expenses
$1,848,629
Net increase / (decrease)
$4,515,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,159not reported in the loaded dataset2023
Trutina Financial LLCADVISOR$43,865not reported in the loaded dataset2023

Related Form 5500 pages