Who sponsors the Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust?

Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust is reported as sponsored by Fuscoe Engineering Inc (EIN 33-0531135, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust?

The latest Form 5500 filing year loaded for Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust is 2023.

How many participants does Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust report?

Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust reports 233 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust?

Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust reports $32,995,075 in end-of-year plan assets in its latest loaded Form 5500 filing.

Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust — Form 5500 plan (Fuscoe Engineering 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, Fuscoe Engineering, Inc. 401k Profit Sharing Plan & Trust is a benefit plan reported by Fuscoe Engineering Inc under EIN 33-0531135 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $32,995,075 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$33MPlan net assets, end of year$32,995,075

Participants233Covered participants reported

Assets / participant$141.6KComputed: assets ÷ participants$141,610 (computed)

Provider compensation$3.9K3 Schedule C provider row(s)$3,929

Plan sponsor: Fuscoe Engineering Inc
EIN: 33-0531135
Plan number: 001
Plan type: 2
Location: Irvine, CA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	233	H, C	20240822181832NAL0011269858001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$33M total assets

Net assets$33MLiabilities$0

Money in vs. money out

Total income / additions$7.6M

Total expenses$5.4M

Benefits paid / distributions$5.4M

Contributions

Employer$560.7K

Participant$1.7M

Full reported line items

Net assets

Total assets (EOY): $32,995,075
Total liabilities (EOY): $0
Net assets (EOY): $32,995,075
Net assets (BOY): $30,791,826

Income & contributions

Employer contributions: $560,744
Participant contributions: $1,652,674
Total contributions: $2,455,170
Total income / additions: $7,591,163

Expenses & distributions

Benefits paid: $5,383,985
Administrative expenses: $3,929
Total expenses: $5,387,914
Net increase / (decrease): $2,203,249

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

25%75%

Employer 25%Participant 75%

Total expenses ÷ net assets16%Computed ratio

Benefits paid ÷ total income71%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Roorda, Piquet & Bessee, Inc.	CONSULTANT	$11,600	not reported in the loaded dataset	2023
Strategic Advisors, Inc.	ADVISOR	$10,740	not reported in the loaded dataset	2023
Fidelity Investments Institutional	RECORDKEEPER	-$18,411	$0	2023