Plan5500

Financial Information Technologies, 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, Financial Information Technologies, LLC (EIN 65-0152732) is a plan sponsor located in Tampa, FL 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
65-0152732
Location
Tampa, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.1MSummed across loaded plans$18,055,850
Total reported assets$18.1M$18,055,850
Total reported participants362
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.1M total assets
Net assets$18.1MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.4M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Fintech 401k Savings Plan
Participants per plan181Average 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. 1
    Fintech 401k Savings Plan$18.1M
    Plan #001 · 199 participants · 2023
  2. 2
    Financial Information Technologies' Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 163 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Financial Information Technologies, LLC
YearPlanParticipantsSchedulesFiling
2023Fintech 401k Savings Plan199H, C20240724091936NAL0012761233001
2023Financial Information Technologies' Welfare Benefits Plan163—20241016105421NAL0050918896001

Related Form 5500 pages