2023 Form 5500 filing — Francisco Partners 401(K) 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 20240926160105NAL0000905169001) for Francisco Partners 401(K) Plan, reported by Francisco Partners Management, Lp under EIN 94-3339666 and plan number 002. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926160105NAL0000905169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Francisco Partners Management, Lp
- EIN
- 94-3339666
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,421,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,421,080
- Employer contributions
- $224,679
- Participant contributions
- $1,745,663
- Total income / additions
- $6,511,002
- Benefits paid
- $867,223
- Administrative expenses
- $83,034
- Total expenses
- $950,257
- Net increase / (decrease)
- $5,560,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Betterment For Business, LLC | RECORDKEEPER | $83,034 | not reported in the loaded dataset |