Ffkr Architects/Planners Ii 401(K) Profit Sharing Plan — Form 5500 plan (Ffkr Architects/Planners Ii)
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, Ffkr Architects/Planners Ii 401(K) Profit Sharing Plan is a benefit plan reported by Ffkr Architects/Planners Ii under EIN 87-0410426 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $29,205,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ffkr Architects/Planners Ii
- EIN
- 87-0410426
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $29,205,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241014161544NAL0013605411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,205,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,205,409
- Net assets (BOY)
- $23,339,646
Income & contributions
- Employer contributions
- $251,239
- Participant contributions
- $1,271,663
- Total contributions
- $1,772,614
- Total income / additions
- $6,636,905
Expenses & distributions
- Benefits paid
- $771,142
- Administrative expenses
- $0
- Total expenses
- $771,142
- Net increase / (decrease)
- $5,865,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $32,558 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $29,334 | not reported in the loaded dataset | 2023 |
| National Benefit Services | CONTRACT ADMIN | $1,750 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ffkr Architects/Planners Ii
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Raymond James & Associates — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- National Benefit Services — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation