Plan5500

Fiore Management 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, Fiore Management LLC (EIN 81-1157019) is a plan sponsor located in Santa Barbara, CA 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
81-1157019
Location
Santa Barbara, CA
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 Fiore Management LLC

  • 1 loaded plans hold $332.1K in reported assets.
  • The largest, Fiore Management Management LLC Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 199 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$323.4KSummed across loaded plans$323,362
Total reported assets$332.1K$332,133
Total reported participants199
Total reported liabilities$8.8K$8,771

Reported net position

Reported assets = net assets + liabilities (summed)$332.1K total assets
Net assets$323.4KLiabilities$8.8K
Contributions & income
Employer contributionsNot reported
Participant contributions$213.7K
Total income / additions$267.1K
Expenses & distributions
Benefits paid / distributions$28.4K
Total expenses$45.8K
Net increase / (decrease)$221.4K

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%Fiore Management Management LLC Retirement Plan
Participants per plan199Average 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
    Fiore Management Management LLC Retirement Plan$332.1K
    Plan #001 · 199 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 Fiore Management LLC. Open one for its full reported snapshot.

  1. 2023
    Fiore Management Management LLC Retirement Plan199 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fiore Management LLC report on Form 5500?
Fiore Management LLC (EIN 81-1157019) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fiore Management LLC?
The Employer Identification Number (EIN) reported for Fiore Management LLC is 81-1157019.
What is the latest Form 5500 filing year for Fiore Management LLC?
The latest loaded Form 5500 filing year for Fiore Management LLC is 2023.

Related Form 5500 pages