Fms 401(K) Plan — Form 5500 plan (Fms Financial Management Services, LLC)
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, Fms 401(K) Plan is a benefit plan reported by Fms Financial Management Services, LLC under EIN 47-3105463 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $17,417,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fms Financial Management Services, LLC
- EIN
- 47-3105463
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $17,417,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241009124153NAL0010610371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,417,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,417,639
- Net assets (BOY)
- $15,368,189
Income & contributions
- Employer contributions
- $626,801
- Participant contributions
- $1,732,329
- Total contributions
- $2,686,621
- Total income / additions
- $5,062,093
Expenses & distributions
- Benefits paid
- $2,926,999
- Administrative expenses
- $71,862
- Total expenses
- $3,012,643
- Net increase / (decrease)
- $2,049,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bgbc Partners Llp | ACCOUNTANT/AUDITOR | $46,846 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,956 | $0 | 2023 |
| Truist Investment Services Inc | ADVISOR | $11,924 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fms Financial Management Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Bgbc Partners Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Truist Investment Services Inc — Schedule C compensation