Fisher'S Technology 401(K) Plan — Form 5500 plan (Fishers Document Systems, Inc. Dba Fishers Technology)
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, Fisher'S Technology 401(K) Plan is a benefit plan reported by Fishers Document Systems, Inc. Dba Fishers Technology under EIN 82-0464898 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $8,600,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fishers Document Systems, Inc. Dba Fishers Technology
- EIN
- 82-0464898
- Plan number
- 001
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $8,600,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241010143249NAL0020342417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,600,885
- Total liabilities (EOY)
- $20,120
- Net assets (EOY)
- $8,580,765
- Net assets (BOY)
- $7,020,462
Income & contributions
- Employer contributions
- $353,049
- Participant contributions
- $815,876
- Total contributions
- $1,355,086
- Total income / additions
- $2,505,494
Expenses & distributions
- Benefits paid
- $884,993
- Administrative expenses
- $60,198
- Total expenses
- $945,191
- Net increase / (decrease)
- $1,560,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $18,181 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $17,336 | $0 | 2023 |
| Nichols Accounting | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,656 | not reported in the loaded dataset | 2023 |
| Benefits2 Administrators LLC | CONTRACT ADMIN | $2,322 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,423 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fishers Document Systems, Inc. Dba Fishers Technology
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- Da Davidson & Co — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Nichols Accounting — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Benefits2 Administrators LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation