Finastra Usa Salary Savings 401(K) Plan — Form 5500 plan (Finastra Usa Corporation)

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, Finastra Usa Salary Savings 401(K) Plan is a benefit plan reported by Finastra Usa Corporation under EIN 59-3760087 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,428 participants and $398,187,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Finastra Usa Corporation
EIN
59-3760087
Plan number
001
Plan type
2
Location
Lake Mary, FL
Latest filing year
2023
Participants
2,428
End-of-year plan assets
$398,187,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,428H, C20241010115610NAL0035620528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$398,187,252
Total liabilities (EOY)
$0
Net assets (EOY)
$398,187,252
Net assets (BOY)
$354,914,114

Income & contributions

Employer contributions
$6,167,693
Participant contributions
$13,867,461
Total contributions
$20,557,104
Total income / additions
$88,200,351

Expenses & distributions

Benefits paid
$44,633,786
Administrative expenses
$292,768
Total expenses
$44,927,213
Net increase / (decrease)
$43,273,138

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$162,020$02023
Captrust Financial Partners, LLCCONSULTANT$133,438not reported in the loaded dataset2023

Related Form 5500 pages