2023 Form 5500 filing — Finalsite 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 20241015144413NAL0049979760001) for Finalsite 401(K) Plan, reported by Finalsite Holdings, Inc. under EIN 45-5495914 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144413NAL0049979760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finalsite Holdings, Inc.
- EIN
- 45-5495914
- Plan number
- 001
- Location
- Glastonbury, CT
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,837,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,837,484
- Employer contributions
- $1,571,389
- Participant contributions
- $3,527,284
- Total income / additions
- $10,103,920
- Benefits paid
- $1,905,180
- Administrative expenses
- $24,170
- Total expenses
- $1,934,514
- Net increase / (decrease)
- $8,169,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $22,500 | not reported in the loaded dataset |
| Northwestern Mutual Investment | ADVISOR | $0 | $12,945 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,670 | $0 |