Fba Retirement Plan — Form 5500 plan (Austin 3(16) Fiduciary Limited)
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, Fba Retirement Plan is a benefit plan reported by Austin 3(16) Fiduciary Limited under EIN 46-2981114 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,256 participants and $6,753,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Austin 3(16) Fiduciary Limited
- EIN
- 46-2981114
- Plan number
- 001
- Plan type
- 3
- Location
- Oceanside, NY
- Latest filing year
- 2023
- Participants
- 4,256
- End-of-year plan assets
- $6,753,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,256 | H, C | 20241014120337NAL0044418080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,753,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,753,248
- Net assets (BOY)
- $3,766,549
Income & contributions
- Employer contributions
- $2,575,208
- Total contributions
- $2,575,208
- Total income / additions
- $3,351,380
Expenses & distributions
- Benefits paid
- $128,188
- Administrative expenses
- $236,493
- Total expenses
- $364,681
- Net increase / (decrease)
- $2,986,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Com | RECORDKEEPER | $120,207 | $0 | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $100,768 | $0 | 2023 |
| The Boon Insurance Agency, Inc | INV/ ADVISORY - PLAN | $12,932 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Austin 3(16) Fiduciary Limited
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Oceanside, NY
- Transamerica Financial Life Ins Com — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- The Boon Insurance Agency, Inc — Schedule C compensation