Fehr & Peers 401(K) Profit Sharing Plan — Form 5500 plan (Fehr & Peers)
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, Fehr & Peers 401(K) Profit Sharing Plan is a benefit plan reported by Fehr & Peers under EIN 68-0065540 and plan number 004. The latest loaded filing year is 2023. The filing reports 439 participants and $80,848,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fehr & Peers
- EIN
- 68-0065540
- Plan number
- 004
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $80,848,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241009114715NAL0031064560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,848,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,848,421
- Net assets (BOY)
- $65,810,484
Income & contributions
- Employer contributions
- $1,500,996
- Participant contributions
- $4,108,977
- Total contributions
- $6,040,930
- Total income / additions
- $18,325,349
Expenses & distributions
- Benefits paid
- $3,206,144
- Administrative expenses
- $66,607
- Total expenses
- $3,287,412
- Net increase / (decrease)
- $15,037,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwk Group | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,657 | $0 | 2023 |
| Patrick Buzarellos Kendrick | NONE | $9,950 | not reported in the loaded dataset | 2023 |