2023 Form 5500 filing — Fig LLC 401(K) Profit Sharing Plan & 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 20240925111702NAL0019667136001) for Fig LLC 401(K) Profit Sharing Plan & Trust, reported by Fig LLC under EIN 13-3989886 and plan number 001. It reports 1,293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925111702NAL0019667136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fig LLC
- EIN
- 13-3989886
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $331,737,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $331,737,803
- Employer contributions
- $5,224,598
- Participant contributions
- $16,544,405
- Total income / additions
- $78,032,815
- Benefits paid
- $17,727,115
- Administrative expenses
- $256,392
- Total expenses
- $17,983,507
- Net increase / (decrease)
- $60,049,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $95,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $91,719 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $64,359 | $0 |