2023 Form 5500 filing — Fineos Corporation 401(K) Profit Sharing Plan And Trust
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 20240927054724NAL0001944897001) for Fineos Corporation 401(K) Profit Sharing Plan And Trust, reported by Fineos Corporation under EIN 04-3512701 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927054724NAL0001944897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fineos Corporation
- EIN
- 04-3512701
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,291,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,291,412
- Employer contributions
- $1,418,570
- Participant contributions
- $2,804,091
- Total income / additions
- $8,815,526
- Benefits paid
- $1,481,107
- Administrative expenses
- $97,892
- Total expenses
- $1,585,463
- Net increase / (decrease)
- $7,230,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research | BROKER/DEALER | $0 | $63,928 |
| Ascensus | TPA | $0 | $17,897 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $3,095 | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity Co | INVESTMENT ADVISOR | $3,095 | not reported in the loaded dataset |