Finalsite Holdings, Inc. — 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, Finalsite Holdings, Inc. (EIN 45-5495914) is a plan sponsor located in Glastonbury, CT with 1 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
45-5495914
Location
Glastonbury, CT
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,837,484
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,837,484

Contributions & income

Employer contributions
$1,571,389
Participant contributions
$3,527,284
Total income / additions
$10,103,920

Expenses & distributions

Benefits paid / distributions
$1,905,180
Total expenses
$1,934,514
Net increase / (decrease)
$8,169,406

Coverage

Total reported participants
436
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Finalsite Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Finalsite 401(K) Plan001436$29,837,4842023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Finalsite Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Finalsite 401(K) Plan436H, C20241015144413NAL0049979760001

Related Form 5500 pages