Plan5500

Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Fmsbonds, 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, Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Fmsbonds, Inc. under EIN 59-1842344 and plan number 003. The latest loaded filing year is 2023. The filing reports 136 participants and $51,717,680 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$51.7MPlan net assets, end of year$51,717,680
Participants136Covered participants reported
Assets / participant$380.3KComputed: assets ÷ participants$380,277 (computed)
Provider compensation$31.5K3 Schedule C provider row(s)$31,497
Plan sponsor
Fmsbonds, Inc.
EIN
59-1842344
Plan number
003
Plan type
2
Location
Boca Raton, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    136 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$51.7M total assets
Net assets$51.7MLiabilities$0
Money in vs. money out
Total income / additions$11.2M
Total expenses$388.4K
Benefits paid / distributions$356.2K
Contributions
Employer$388.8K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$51,717,680
Total liabilities (EOY)
$0
Net assets (EOY)
$51,717,680
Net assets (BOY)
$40,871,376

Income & contributions

Employer contributions
$388,795
Participant contributions
$1,405,059
Total contributions
$1,796,868
Total income / additions
$11,234,658

Expenses & distributions

Benefits paid
$356,207
Administrative expenses
$32,147
Total expenses
$388,354
Net increase / (decrease)
$10,846,304
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Creative Planning, Inc.$30.5K
    N/A · Direct $30.5K
  2. 2
    Sentinel Benefits Group, Inc.$615
    N/A · Direct $615
  3. 3
    John Hancock Usa$340
    N/A · Direct $340 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust?
Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust is reported as sponsored by Fmsbonds, Inc. (EIN 59-1842344, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust report?
Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust reports 136 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust?
Fmsbonds, Inc. Employees' 401(K) Profit Sharing Plan & Trust reports $51,717,680 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages