Fortive Retirement Savings Plan — Form 5500 plan (Fortive Corporation)
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, Fortive Retirement Savings Plan is a benefit plan reported by Fortive Corporation under EIN 47-5654583 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,367 participants and $1,916,252,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fortive Corporation
- EIN
- 47-5654583
- Plan number
- 001
- Plan type
- 2
- Location
- Everett, WA
- Latest filing year
- 2023
- Participants
- 14,367
- End-of-year plan assets
- $1,916,252,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,367 | H, C | 20240702140520NAL0003601043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,916,252,438
- Total liabilities (EOY)
- $732,614
- Net assets (EOY)
- $1,915,519,824
- Net assets (BOY)
- $1,620,054,038
Income & contributions
- Employer contributions
- $61,008,519
- Participant contributions
- $94,277,926
- Total contributions
- $176,205,160
- Total income / additions
- $489,842,861
Expenses & distributions
- Benefits paid
- $193,340,139
- Administrative expenses
- $1,036,936
- Total expenses
- $194,377,075
- Net increase / (decrease)
- $295,465,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $459,858 | not reported in the loaded dataset | 2023 |
| Fidelity Inv'S Inst'L Op'S Co, LLC | RECORDKEEPER | $357,550 | $0 | 2023 |
| R.V. Kuhns & Associates Inc | CONSULTANT | $110,835 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | ATTORNEY / LEGAL | $61,765 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Tax-Exempt Ser | RECORDKEEPER'S AFFILIATE | $47,943 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fortive Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Everett, WA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Inv'S Inst'L Op'S Co, LLC — Schedule C compensation
- R.V. Kuhns & Associates Inc — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Fidelity Investments Tax-Exempt Ser — Schedule C compensation