Plan5500

Fields Profit Sharing And Savings Plan — Form 5500 plan (M. E. Fields, 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, Fields Profit Sharing And Savings Plan is a benefit plan reported by M. E. Fields, Inc. under EIN 36-2713672 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,845 participants and $84,001,444 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M. E. Fields, Inc.
EIN
36-2713672
Plan number
001
Plan type
2
Location
Northfield, IL
Latest filing year
2023
Participants
1,845
End-of-year plan assets
$84,001,444

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,845H, C20241011152532NAL0022219601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,001,444
Total liabilities (EOY)
$376,776
Net assets (EOY)
$83,624,668
Net assets (BOY)
$70,497,944

Income & contributions

Employer contributions
$1,513,834
Participant contributions
$6,634,023
Total contributions
$8,740,678
Total income / additions
$21,027,902

Expenses & distributions

Benefits paid
$7,659,216
Administrative expenses
$241,962
Total expenses
$7,901,178
Net increase / (decrease)
$13,126,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCRETAINED BY EMPLOYER$125,850not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$98,988$02023
Miller Cooper & Co., LtdRETAINED BY EMPLOYER$24,000not reported in the loaded dataset2023

Related Form 5500 pages