Finalsite 401(K) Plan — Form 5500 plan (Finalsite Holdings, 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, Finalsite 401(K) Plan is a benefit plan reported by Finalsite Holdings, Inc. under EIN 45-5495914 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $29,837,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Finalsite Holdings, Inc.
- EIN
- 45-5495914
- Plan number
- 001
- Plan type
- 2
- Location
- Glastonbury, CT
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $29,837,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241015144413NAL0049979760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,837,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,837,484
- Net assets (BOY)
- $21,668,078
Income & contributions
- Employer contributions
- $1,571,389
- Participant contributions
- $3,527,284
- Total contributions
- $5,470,015
- Total income / additions
- $10,103,920
Expenses & distributions
- Benefits paid
- $1,905,180
- Administrative expenses
- $24,170
- Total expenses
- $1,934,514
- Net increase / (decrease)
- $8,169,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment | ADVISOR | $0 | $12,945 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,670 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Finalsite Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Glastonbury, CT
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Northwestern Mutual Investment — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation