2023 Form 5500 filing — Financial Accounting Foundation Employees' Pension Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730080324NAL0033654608001) for Financial Accounting Foundation Employees' Pension Plan, reported by Financial Accounting Foundation under EIN 23-7211935 and plan number 002. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.1MReported net assets$19,061,411
Participants153
Provider compensation$27K1 Schedule C row(s)$27,022
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730080324NAL0033654608001
Plan sponsor
Financial Accounting Foundation
EIN
23-7211935
Plan number
002
Location
Norwalk, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$0
ParticipantNot reported
Full reported line items
Total assets (EOY)
$19,061,411
Total liabilities (EOY)
$0
Net assets (EOY)
$19,061,411
Employer contributions
$0
Total income / additions
$1,277,002
Benefits paid
$1,237,316
Administrative expenses
$27,021
Total expenses
$1,264,337
Net increase / (decrease)
$12,665
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TRUSTEE · Direct $27K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730080324NAL0033654608001 cover?
It is the 2023 Form 5500 filing for Financial Accounting Foundation Employees' Pension Plan, reported by Financial Accounting Foundation (EIN 23-7211935).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages