Plan5500

Finn Partners, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Finn Partners, Inc. (EIN 13-3366334) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3366334
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Finn Partners, Inc.

  • 2 loaded plans hold $96M in reported assets.
  • The largest, Finn Partners, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,678 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$96MSummed across loaded plans$95,955,590
Total reported assets$96M$95,955,590
Total reported participants1.7K1,678
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$96M total assets
Net assets$96MLiabilities$0
Contributions & income
Employer contributions$616K
Participant contributions$8M
Total income / additions$25.3M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.4M
Net increase / (decrease)$18.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Finn Partners, Inc. 401(K) Plan
Participants per plan839Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Finn Partners, Inc. 401(K) Plan$96M
    Plan #001 · 1,129 participants · 2023
  2. 2
    Finn Partners, Inc. Group Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 549 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Finn Partners, Inc.. Open one for its full reported snapshot.

  1. 2023
    Finn Partners, Inc. Group Health And Welfare Plan549 participants · 2No schedules
    View filing →
  2. 2023
    Finn Partners, Inc. 401(K) Plan1,129 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Finn Partners, Inc. report on Form 5500?
Finn Partners, Inc. (EIN 13-3366334) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Finn Partners, Inc.?
The Employer Identification Number (EIN) reported for Finn Partners, Inc. is 13-3366334.
What is the latest Form 5500 filing year for Finn Partners, Inc.?
The latest loaded Form 5500 filing year for Finn Partners, Inc. is 2023.

Related Form 5500 pages