Fpi Management, Inc. 401(K) Plan — Form 5500 plan (Fpi Management, 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, Fpi Management, Inc. 401(K) Plan is a benefit plan reported by Fpi Management, Inc. under EIN 68-0217638 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,710 participants and $19,051,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fpi Management, Inc.
- EIN
- 68-0217638
- Plan number
- 002
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 3,710
- End-of-year plan assets
- $19,051,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,710 | H, C | 20240909102019NAL0007614624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,051,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,051,796
- Net assets (BOY)
- $14,346,820
Income & contributions
- Employer contributions
- $30,425
- Participant contributions
- $2,615,309
- Total contributions
- $3,639,014
- Total income / additions
- $6,253,166
Expenses & distributions
- Benefits paid
- $1,405,410
- Administrative expenses
- $100,229
- Total expenses
- $1,548,190
- Net increase / (decrease)
- $4,704,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $55,528 | $813 | 2023 |
| Lpl Financial LLC-Rpcp | RECORD KEEPER | $52,066 | $0 | 2023 |
| Cetera Retirement Plan Specialists | RECORD KEEPER | $20,625 | $0 | 2023 |
| Iron-Co-Fid--Index-Comprehensive | BROKER | $8,317 | $0 | 2023 |
| Nationwide Life Insurance Company | RECORD KEEPER | $1,663 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fpi Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Folsom, CA
- Nationwide — Schedule C compensation
- Lpl Financial LLC-Rpcp — Schedule C compensation
- Cetera Retirement Plan Specialists — Schedule C compensation
- Iron-Co-Fid--Index-Comprehensive — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation