2023 Form 5500 filing — Fintech 401k Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724091936NAL0012761233001) for Fintech 401k Savings Plan, reported by Financial Information Technologies, LLC under EIN 65-0152732 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724091936NAL0012761233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Financial Information Technologies, LLC
- EIN
- 65-0152732
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,055,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,055,850
- Employer contributions
- $1,094,773
- Participant contributions
- $1,392,834
- Total income / additions
- $4,936,471
- Benefits paid
- $1,044,025
- Administrative expenses
- $57,328
- Total expenses
- $1,101,353
- Net increase / (decrease)
- $3,835,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | NONE | $29,446 | not reported in the loaded dataset |
| Empower Annuity Ins Co/Adv | NONE | $18,516 | $0 |
| Florida Retirement Consultants | NONE | $11,966 | not reported in the loaded dataset |