How many benefit plans does Financial Accounting Foundation report on Form 5500?

Financial Accounting Foundation (EIN 23-7211935) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Financial Accounting Foundation?

The Employer Identification Number (EIN) reported for Financial Accounting Foundation is 23-7211935.

What is the latest Form 5500 filing year for Financial Accounting Foundation?

The latest loaded Form 5500 filing year for Financial Accounting Foundation is 2023.

Financial Accounting Foundation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Financial Accounting Foundation (EIN 23-7211935) is a plan sponsor located in Norwalk, CT with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-7211935
Location: Norwalk, CT
Loaded plans: 3
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Financial Accounting Foundation

3 loaded plans hold $137.5M in reported assets.
The largest, Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan, holds 86% of this company's reported plan assets.
Plans cover 663 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$137.5MSummed across loaded plans$137,522,951

Total reported assets$137.5M$137,522,951

Total reported participants663

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$137.5M total assets

Net assets$137.5MLiabilities$0

Contributions & income

Employer contributions$2.7M

Participant contributions$2.3M

Total income / additions$24.9M

Expenses & distributions

Benefits paid / distributions$6.1M

Total expenses$6.1M

Net increase / (decrease)$18.8M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets86%Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan

Participants per plan221Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan$118.5M
Plan #003 · 363 participants · 2023
2
Financial Accounting Foundation Employees' Pension Plan$19.1M
Plan #002 · 153 participants · 2023
3
Financial Accounting Foundation Welfare Plannot reported in the loaded dataset
Plan #501 · 147 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Financial Accounting Foundation. Open one for its full reported snapshot.

2023
Financial Accounting Foundation Welfare Plan147 participants · 2No schedules
View filing →
2023
Financial Accounting Foundation Employees' Pension Plan153 participants · 2Sch HSch C
View filing →
2023
Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan363 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Financial Accounting Foundation report on Form 5500?: Financial Accounting Foundation (EIN 23-7211935) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Financial Accounting Foundation?: The Employer Identification Number (EIN) reported for Financial Accounting Foundation is 23-7211935.
What is the latest Form 5500 filing year for Financial Accounting Foundation?: The latest loaded Form 5500 filing year for Financial Accounting Foundation is 2023.