Fineos Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Fineos Corporation)
Plain-English plan 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, Fineos Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Fineos Corporation under EIN 04-3512701 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $25,291,412 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.3MPlan net assets, end of year$25,291,412
Participants302Covered participants reported
Assets / participant$83.7KComputed: assets ÷ participants$83,746 (computed)
Provider compensation$88K4 Schedule C provider row(s)$88,015
- Plan sponsor
- Fineos Corporation
- EIN
- 04-3512701
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20240927054724NAL0001944897001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$25.3M total assets
Net assets$25.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,291,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,291,412
- Net assets (BOY)
- $18,061,349
Income & contributions
- Employer contributions
- $1,418,570
- Participant contributions
- $2,804,091
- Total contributions
- $4,806,269
- Total income / additions
- $8,815,526
Expenses & distributions
- Benefits paid
- $1,481,107
- Administrative expenses
- $97,892
- Total expenses
- $1,585,463
- Net increase / (decrease)
- $7,230,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research | BROKER/DEALER | $0 | $63,928 | 2023 |
| Ascensus | TPA | $0 | $17,897 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $3,095 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | INVESTMENT ADVISOR | $3,095 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fineos Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Cambridge Investment Research — Schedule C compensation
- Ascensus — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation