2023 Form 5500 filing — F1 Consultancy Retirement Trust

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 20240910134004NAL0010058576001) for F1 Consultancy Retirement Trust, reported by F1 Consultancy LLC under EIN 39-2075723 and plan number 001. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,627,564
Participants52
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240910134004NAL0010058576001
Plan sponsor
F1 Consultancy LLC
EIN
39-2075723
Plan number
001
Location
Bothell, WA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$909.5K
Total expenses$224.6K
Benefits paid / distributions$220.5K
Contributions
Employer$0
Participant$257.3K
Full reported line items
Total assets (EOY)
$3,627,564
Total liabilities (EOY)
$0
Net assets (EOY)
$3,627,564
Employer contributions
$0
Participant contributions
$257,301
Total income / additions
$909,483
Benefits paid
$220,492
Administrative expenses
$4,095
Total expenses
$224,587
Net increase / (decrease)
$684,896

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910134004NAL0010058576001 cover?
It is the 2023 Form 5500 filing for F1 Consultancy Retirement Trust, reported by F1 Consultancy LLC (EIN 39-2075723).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages