2023 Form 5500 filing — Factset Research Systems Inc. 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 20241008102043NAL0009538963001) for Factset Research Systems Inc. Plan, reported by Factset Research Systems Inc. under EIN 13-3362547 and plan number 004. It reports 4,158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102043NAL0009538963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Factset Research Systems Inc.
- EIN
- 13-3362547
- Plan number
- 004
- Location
- Norwalk, CT
- Participants
- 4,158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $731,150,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $731,150,863
- Employer contributions
- $13,462,881
- Participant contributions
- $36,156,435
- Total income / additions
- $180,988,785
- Benefits paid
- $32,466,091
- Administrative expenses
- $138,044
- Total expenses
- $32,707,655
- Net increase / (decrease)
- $148,281,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $62,476 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | OTHER SERVICES | $50,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,568 | $0 |