2023 Form 5500 filing — Fba 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 20241014120337NAL0044418080001) for Fba Retirement Plan, reported by Austin 3(16) Fiduciary Limited under EIN 46-2981114 and plan number 001. It reports 4,256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120337NAL0044418080001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Austin 3(16) Fiduciary Limited
- EIN
- 46-2981114
- Plan number
- 001
- Location
- Oceanside, NY
- Participants
- 4,256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,753,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,753,248
- Employer contributions
- $2,575,208
- Total income / additions
- $3,351,380
- Benefits paid
- $128,188
- Administrative expenses
- $236,493
- Total expenses
- $364,681
- Net increase / (decrease)
- $2,986,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Com | RECORDKEEPER | $120,207 | $0 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $100,768 | $0 |
| The Boon Insurance Agency, Inc | INV/ ADVISORY - PLAN | $12,932 | $0 |