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, Francisco Partners 401(K) Plan is a benefit plan reported by Francisco Partners Management, Lp under EIN 94-3339666 and plan number 002. The latest loaded filing year is 2023. The filing reports 290 participants and $31,421,080 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,421,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,421,080
- Net assets (BOY)
- $25,860,335
Income & contributions
- Employer contributions
- $224,679
- Participant contributions
- $1,745,663
- Total contributions
- $2,196,886
- Total income / additions
- $6,511,002
Expenses & distributions
- Benefits paid
- $867,223
- Administrative expenses
- $83,034
- Total expenses
- $950,257
- Net increase / (decrease)
- $5,560,745