Plan5500

Fractal Analytics 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, Fractal Analytics Inc. (EIN 27-0070961) 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
27-0070961
Location
New York, NY
Loaded plans
3
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 Fractal Analytics Inc.

  • 3 loaded plans hold $10M in reported assets.
  • The largest, Fractal Analytics, Inc. Retirement Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1,026 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10MSummed across loaded plans$9,953,970
Total reported assets$10M$9,953,970
Total reported participants1K1,026
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10M total assets
Net assets$10MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$2.4M
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Fractal Analytics, Inc. Retirement Trust
Participants per plan342Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Fractal Analytics, Inc. Retirement Trust$10M
    Plan #001 · 426 participants · 2023
  2. 2
    Fractal Analytics Inc. Dental And Ancillary Benefitsnot reported in the loaded dataset
    Plan #501 · 329 participants · 2023
  3. 3
    Fractal Analytics Inc. Medical Benefits Plannot reported in the loaded dataset
    Plan #502 · 271 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 Fractal Analytics Inc.. Open one for its full reported snapshot.

  1. 2023
    Fractal Analytics Inc. Medical Benefits Plan271 participants · 2No schedules
    View filing →
  2. 2023
    Fractal Analytics, Inc. Retirement Trust426 participants · 2Sch HSch C
    View filing →
  3. 2023
    Fractal Analytics Inc. Dental And Ancillary Benefits329 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fractal Analytics Inc. report on Form 5500?
Fractal Analytics Inc. (EIN 27-0070961) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fractal Analytics Inc.?
The Employer Identification Number (EIN) reported for Fractal Analytics Inc. is 27-0070961.
What is the latest Form 5500 filing year for Fractal Analytics Inc.?
The latest loaded Form 5500 filing year for Fractal Analytics Inc. is 2023.

Related Form 5500 pages