How many benefit plans does Focused Management, Inc. report on Form 5500?

Focused Management, Inc. (EIN 54-1819459) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Focused Management, Inc.?

The Employer Identification Number (EIN) reported for Focused Management, Inc. is 54-1819459.

What is the latest Form 5500 filing year for Focused Management, Inc.?

The latest loaded Form 5500 filing year for Focused Management, Inc. is 2023.

Focused Management, 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, Focused Management, Inc. (EIN 54-1819459) is a plan sponsor located in Alexandria, VA 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: 54-1819459
Location: Alexandria, VA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $4,714,891
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $4,714,891

Contributions & income

Employer contributions: $23,014
Participant contributions: $462,300
Total income / additions: $1,031,141

Expenses & distributions

Benefits paid / distributions: $554,527
Total expenses: $581,628
Net increase / (decrease): $449,513

Coverage

Total reported participants: 327
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Focused Management, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Focused Management, Inc. 401(K) Profit Sharing Plan	001	148	$4,714,891	2023
Focused Management, Inc. Health And Welfare Plan	501	179	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Focused Management, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Focused Management, Inc. 401(K) Profit Sharing Plan	148	H, C	20241011141022NAL0011002291001
2023	Focused Management, Inc. Health And Welfare Plan	179	—	20241211054510NAL0017077760001