Plan5500

Finn Partners, Inc. 401(K) Plan — Form 5500 plan (Finn Partners, Inc.)

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, Finn Partners, Inc. 401(K) Plan is a benefit plan reported by Finn Partners, Inc. under EIN 13-3366334 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,129 participants and $95,955,590 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$96MPlan net assets, end of year$95,955,590
Participants1.1KCovered participants reported1,129
Assets / participant$85KComputed: assets ÷ participants$84,992 (computed)
Provider compensation$120.7K5 Schedule C provider row(s)$120,695
Plan sponsor
Finn Partners, Inc.
EIN
13-3366334
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,129 participants · 2Sch HSch C
    View filing →
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)$96M total assets
Net assets$96MLiabilities$0
Money in vs. money out
Total income / additions$25.3M
Total expenses$6.4M
Benefits paid / distributions$6.2M
Contributions
Employer$616K
Participant$8M
Full reported line items

Net assets

Total assets (EOY)
$95,955,590
Total liabilities (EOY)
$0
Net assets (EOY)
$95,955,590
Net assets (BOY)
$76,773,331

Income & contributions

Employer contributions
$615,953
Participant contributions
$7,963,371
Total contributions
$9,635,715
Total income / additions
$25,290,852

Expenses & distributions

Benefits paid
$6,249,139
Administrative expenses
$120,695
Total expenses
$6,369,834
Net increase / (decrease)
$18,921,018
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 7%Participant 93%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$66.2K
    RECORDKEEPER · Direct $66.2K · Indirect $0
  2. 2
    Eisneramper Llp$23.1K
    ACCOUNTANT/AUDITOR · Direct $23.1K
  3. 3
    Strategic Advisors, Inc.$14.1K
    ADVISOR · Direct $14.1K
  4. 4
    Resources Investment Advisors LLC$11.8K
    INVESTMENT ADVISORS · Direct $11.8K
  5. 5
    Onedigital Investment Advisors LLC$5.6K
    INVESTMENT ADVISORS · Direct $5.6K

What to inspect next

Frequently asked questions

Who sponsors the Finn Partners, Inc. 401(K) Plan?
Finn Partners, Inc. 401(K) Plan is reported as sponsored by Finn Partners, Inc. (EIN 13-3366334, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Finn Partners, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Finn Partners, Inc. 401(K) Plan is 2023.
How many participants does Finn Partners, Inc. 401(K) Plan report?
Finn Partners, Inc. 401(K) Plan reports 1,129 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Finn Partners, Inc. 401(K) Plan?
Finn Partners, Inc. 401(K) Plan reports $95,955,590 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages