How many benefit plans does Financial Statement Services, Inc. report on Form 5500?

Financial Statement Services, Inc. (EIN 33-0032400) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Financial Statement Services, Inc.?

The Employer Identification Number (EIN) reported for Financial Statement Services, Inc. is 33-0032400.

What is the latest Form 5500 filing year for Financial Statement Services, Inc.?

The latest loaded Form 5500 filing year for Financial Statement Services, Inc. is 2023.

Financial Statement Services, 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, Financial Statement Services, Inc. (EIN 33-0032400) is a plan sponsor located in Santa Ana, CA with 3 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: 33-0032400
Location: Santa Ana, CA
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 Financial Statement Services, Inc.

3 loaded plans hold $34.1M in reported assets.
The largest, Financial Statement Services, Inc. Employee Stock Ownership Plan And Trust, holds 53% of this company's reported plan assets.
Plans cover 662 reported participants.
2 of 3 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.3MSummed across loaded plans$25,318,954

Total reported assets$34.1M$34,136,741

Total reported participants662

Total reported liabilities$8.8M$8,817,787

Reported net position

Reported assets = net assets + liabilities (summed)$34.1M total assets

Net assets$25.3MLiabilities$8.8M

Contributions & income

Employer contributions$3.7M

Participant contributions$1.3M

Total income / additions$12.5M

Expenses & distributions

Benefits paid / distributions$467.6K

Total expenses$780.7K

Net increase / (decrease)$11.7M

Data coverage

Plans with financial statements2 / 3 (67%)

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 assets53%Financial Statement Services, Inc. Employee Stock Ownership Plan And Trust

Participants per plan221Average 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
Financial Statement Services, Inc. Employee Stock Ownership Plan And Trust$18.2M
Plan #002 · 216 participants · 2023
2
Financial Statement Services, Inc. Retirement Savings Plan$15.9M
Plan #001 · 239 participants · 2023
3
Financial Statement Services Welfare Benefits Plannot reported in the loaded dataset
Plan #502 · 207 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 Financial Statement Services, Inc.. Open one for its full reported snapshot.

2023
Financial Statement Services, Inc. Retirement Savings Plan239 participants · 2Sch HSch C
View filing →
2023
Financial Statement Services, Inc. Employee Stock Ownership Plan And Trust216 participants · 2Sch H
View filing →
2023
Financial Statement Services Welfare Benefits Plan207 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Financial Statement Services, Inc. report on Form 5500?: Financial Statement Services, Inc. (EIN 33-0032400) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Financial Statement Services, Inc.?: The Employer Identification Number (EIN) reported for Financial Statement Services, Inc. is 33-0032400.
What is the latest Form 5500 filing year for Financial Statement Services, Inc.?: The latest loaded Form 5500 filing year for Financial Statement Services, Inc. is 2023.