Fluid Components International, LLC 401k Profit Sharing Plan — Form 5500 plan (Fluid Components International, LLC)
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, Fluid Components International, LLC 401k Profit Sharing Plan is a benefit plan reported by Fluid Components International, LLC under EIN 83-0302262 and plan number 002. The latest loaded filing year is 2023. The filing reports 299 participants and $40,322,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fluid Components International, LLC
- EIN
- 83-0302262
- Plan number
- 002
- Plan type
- 2
- Location
- San Marcos, CA
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $40,322,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241010153317NAL0040677234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,322,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,322,369
- Net assets (BOY)
- $37,456,307
Income & contributions
- Employer contributions
- $590,866
- Participant contributions
- $1,579,830
- Total contributions
- $2,170,696
- Total income / additions
- $7,959,264
Expenses & distributions
- Benefits paid
- $5,015,685
- Administrative expenses
- $77,517
- Total expenses
- $5,093,202
- Net increase / (decrease)
- $2,866,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $45,512 | not reported in the loaded dataset | 2023 |
| Beacon Pointe Advisors, LLC | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $13,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | NONE | $0 | $9,480 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fluid Components International, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Marcos, CA
- Stancorp Financial Group — Schedule C compensation
- Beacon Pointe Advisors, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation