2023 Form 5500 filing — Finastra Usa Salary Savings 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 20241010115610NAL0035620528001) for Finastra Usa Salary Savings 401(K) Plan, reported by Finastra Usa Corporation under EIN 59-3760087 and plan number 001. It reports 2,428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115610NAL0035620528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finastra Usa Corporation
- EIN
- 59-3760087
- Plan number
- 001
- Location
- Lake Mary, FL
- Participants
- 2,428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $398,187,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $398,187,252
- Employer contributions
- $6,167,693
- Participant contributions
- $13,867,461
- Total income / additions
- $88,200,351
- Benefits paid
- $44,633,786
- Administrative expenses
- $292,768
- Total expenses
- $44,927,213
- Net increase / (decrease)
- $43,273,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $162,020 | $0 |
| Captrust Financial Partners, LLC | CONSULTANT | $133,438 | not reported in the loaded dataset |