Factset Research Systems Inc. Plan — Form 5500 plan (Factset Research Systems Inc.)
Plain-English plan 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, Factset Research Systems Inc. Plan is a benefit plan reported by Factset Research Systems Inc. under EIN 13-3362547 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,158 participants and $731,150,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Factset Research Systems Inc.
- EIN
- 13-3362547
- Plan number
- 004
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 4,158
- End-of-year plan assets
- $731,150,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,158 | H, C | 20241008102043NAL0009538963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $731,150,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $731,150,863
- Net assets (BOY)
- $582,869,733
Income & contributions
- Employer contributions
- $13,462,881
- Participant contributions
- $36,156,435
- Total contributions
- $56,877,868
- Total income / additions
- $180,988,785
Expenses & distributions
- Benefits paid
- $32,466,091
- Administrative expenses
- $138,044
- Total expenses
- $32,707,655
- Net increase / (decrease)
- $148,281,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $62,476 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | OTHER SERVICES | $50,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,568 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Factset Research Systems Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation