Fitch Creations, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fitch Creations, 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, Fitch Creations, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fitch Creations, Inc. under EIN 56-0733041 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $12,945,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fitch Creations, Inc.
EIN
56-0733041
Plan number
002
Plan type
2
Location
Pittsboro, NC
Latest filing year
2023
Participants
162
End-of-year plan assets
$12,945,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240809131556NAL0006317969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,945,379
Net assets (EOY)
$12,945,379
Net assets (BOY)
$10,835,850

Income & contributions

Employer contributions
$111,779
Participant contributions
$283,757
Total contributions
$396,806
Total income / additions
$2,672,870

Expenses & distributions

Benefits paid
$517,550
Administrative expenses
$45,791
Total expenses
$563,341
Net increase / (decrease)
$2,109,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oak Harbor Wealth PartnersINVESTMENT ADVISOR$28,956not reported in the loaded dataset2023
Mvp Plan AdministratorsRECORDKEEPER$15,727$02023

Related Form 5500 pages