Fischer, Richards & Walker, P.A. Employees' Profit Sharing Plan And Trust — Form 5500 plan (Fischer, Richards & Walker, P.A.)
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, Fischer, Richards & Walker, P.A. Employees' Profit Sharing Plan And Trust is a benefit plan reported by Fischer, Richards & Walker, P.A. under EIN 56-0964843 and plan number 002. The latest loaded filing year is 2023. The filing reports 54 participants and $4,931,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fischer, Richards & Walker, P.A.
- EIN
- 56-0964843
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, NC
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $4,931,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20240808104805NAL0010813010001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,931,535
- Net assets (EOY)
- $4,931,535
- Net assets (BOY)
- $4,113,874
Income & contributions
- Employer contributions
- $247,247
- Participant contributions
- $195,347
- Total income / additions
- $966,280
Expenses & distributions
- Benefits paid
- $126,842
- Administrative expenses
- $21,777
- Total expenses
- $148,619
- Net increase / (decrease)
- $817,661
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.