How many benefit plans does Fusion Family Wealth, LLC report on Form 5500?

Fusion Family Wealth, LLC (EIN 46-4069582) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Fusion Family Wealth, LLC?

The Employer Identification Number (EIN) reported for Fusion Family Wealth, LLC is 46-4069582.

What is the latest Form 5500 filing year for Fusion Family Wealth, LLC?

The latest loaded Form 5500 filing year for Fusion Family Wealth, LLC is 2023.

Fusion Family Wealth, LLC — 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, Fusion Family Wealth, LLC (EIN 46-4069582) is a plan sponsor located in Woodbury, 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: 46-4069582
Location: Woodbury, 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 Fusion Family Wealth, LLC

2 loaded plans hold $3M in reported assets.
The largest, Fusion Family Wealth, LLC 401(K) Profit Sharing Plan, holds 85% of this company's reported plan assets.
Plans cover 14 reported participants.
2 of 2 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$2,997,009

Total reported assets$3M$2,997,009

Total reported participants14

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets

Net assets$3MLiabilities$0

Contributions & income

Employer contributions$211.7K

Participant contributions$149.6K

Total income / additions$798.8K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$364

Net increase / (decrease)$798.5K

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation0 / 2 ()

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 assets85%Fusion Family Wealth, LLC 401(K) Profit Sharing Plan

Participants per plan7Average 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
Fusion Family Wealth, LLC 401(K) Profit Sharing Plan$2.5M
Plan #001 · 9 participants · 2023
2
Ffw Cash Balance Plan$462.7K
Plan #003 · 5 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 Fusion Family Wealth, LLC. Open one for its full reported snapshot.

2023
Ffw Cash Balance Plan5 participants · 2Sch I
View filing →
2023
Fusion Family Wealth, LLC 401(K) Profit Sharing Plan9 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fusion Family Wealth, LLC report on Form 5500?: Fusion Family Wealth, LLC (EIN 46-4069582) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fusion Family Wealth, LLC?: The Employer Identification Number (EIN) reported for Fusion Family Wealth, LLC is 46-4069582.
What is the latest Form 5500 filing year for Fusion Family Wealth, LLC?: The latest loaded Form 5500 filing year for Fusion Family Wealth, LLC is 2023.