Fishbowl Solutions Retirement Plan — Form 5500 plan (Fishbowl Solutions 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, Fishbowl Solutions Retirement Plan is a benefit plan reported by Fishbowl Solutions LLC under EIN 83-2855918 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $10,974,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fishbowl Solutions LLC
- EIN
- 83-2855918
- Plan number
- 001
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $10,974,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241015164447NAL0050517568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,974,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,974,795
- Net assets (BOY)
- $7,800,454
Income & contributions
- Employer contributions
- $644,102
- Participant contributions
- $1,207,693
- Total contributions
- $2,249,534
- Total income / additions
- $3,865,065
Expenses & distributions
- Benefits paid
- $614,679
- Administrative expenses
- $76,045
- Total expenses
- $690,724
- Net increase / (decrease)
- $3,174,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $65,285 | $0 | 2023 |
| Wilshire Associates | RETAINED BY PLAN SPONSOR | $9,740 | not reported in the loaded dataset | 2023 |