Plan5500

Fco Advisors Lp — 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, Fco Advisors Lp (EIN 45-5518307) is a plan sponsor located in New York, NY with 1 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
45-5518307
Location
New York, NY
Loaded plans
1
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 Fco Advisors Lp

  • 1 loaded plans hold $4.2M in reported assets.
  • The largest, Fco Advisors Lp Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 14 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,156,250
Total reported assets$4.2M$4,156,250
Total reported participants14
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$121.8K
Participant contributions$270.8K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$185K
Total expenses$185.4K
Net increase / (decrease)$887.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Fco Advisors Lp Retirement Plan
Participants per plan14Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Fco Advisors Lp Retirement Plan$4.2M
    Plan #001 · 14 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 Fco Advisors Lp. Open one for its full reported snapshot.

  1. 2023
    Fco Advisors Lp Retirement Plan14 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fco Advisors Lp report on Form 5500?
Fco Advisors Lp (EIN 45-5518307) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fco Advisors Lp?
The Employer Identification Number (EIN) reported for Fco Advisors Lp is 45-5518307.
What is the latest Form 5500 filing year for Fco Advisors Lp?
The latest loaded Form 5500 filing year for Fco Advisors Lp is 2023.

Related Form 5500 pages