Fishtown Analytics 401(K) Plan — Form 5500 plan (Fishtown Analytics 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, Fishtown Analytics 401(K) Plan is a benefit plan reported by Fishtown Analytics Inc. under EIN 84-3556546 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $17,763,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fishtown Analytics Inc.
- EIN
- 84-3556546
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $17,763,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241014220048NAL0046058912006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,763,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,763,449
- Net assets (BOY)
- $9,089,138
Income & contributions
- Employer contributions
- $2,021,825
- Participant contributions
- $4,942,570
- Total contributions
- $8,816,669
- Total income / additions
- $11,235,819
Expenses & distributions
- Benefits paid
- $2,538,452
- Administrative expenses
- $12,570
- Total expenses
- $2,561,508
- Net increase / (decrease)
- $8,674,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guideline, Inc. | RECORDKEEPER | $12,570 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | CUSTODIAN | $0 | $11,391 | 2023 |