2023 Form 5500 filing — Finseca 401(K) Retirement 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 20240920121137NAL0007456289001) for Finseca 401(K) Retirement Plan, reported by Finseca under EIN 85-2061667 and plan number 003. It reports 68 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.8MReported net assets$9,834,431
Participants68
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240920121137NAL0007456289001
Plan sponsor
Finseca
EIN
85-2061667
Plan number
003
Location
Washington, DC
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$611.3K
Benefits paid / distributions$582.6K
Contributions
Employer$247.7K
Participant$511.5K
Full reported line items
Total assets (EOY)
$9,834,431
Total liabilities (EOY)
$0
Net assets (EOY)
$9,834,431
Employer contributions
$247,667
Participant contributions
$511,478
Total income / additions
$2,364,573
Benefits paid
$582,631
Administrative expenses
$28,645
Total expenses
$611,276
Net increase / (decrease)
$1,753,297

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920121137NAL0007456289001 cover?
It is the 2023 Form 5500 filing for Finseca 401(K) Retirement Plan, reported by Finseca (EIN 85-2061667).
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