Fisher Holdings, Inc. 401(K) Plan — Form 5500 plan (Fisher Holdings, 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, Fisher Holdings, Inc. 401(K) Plan is a benefit plan reported by Fisher Holdings, Inc. under EIN 82-2723558 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $11,103,027 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fisher Holdings, Inc.
EIN
82-2723558
Plan number
001
Plan type
2
Location
Monrovia, CA
Latest filing year
2023
Participants
353
End-of-year plan assets
$11,103,027

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20241014105755NAL0013166579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,103,027
Total liabilities (EOY)
$0
Net assets (EOY)
$11,103,027
Net assets (BOY)
$9,814,226

Income & contributions

Employer contributions
$305,333
Participant contributions
$1,210,721
Total contributions
$1,522,381
Total income / additions
$2,938,494

Expenses & distributions

Benefits paid
$1,555,357
Administrative expenses
$94,336
Total expenses
$1,649,693
Net increase / (decrease)
$1,288,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3$02023

Related Form 5500 pages