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, Finra Savings Plus Plan is a benefit plan reported by Finra under EIN 53-0088710 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,006 participants and $2,182,175,101 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,182,175,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,182,175,101
- Net assets (BOY)
- $1,789,959,309
Income & contributions
- Employer contributions
- $68,601,202
- Participant contributions
- $68,450,512
- Total contributions
- $149,472,637
- Total income / additions
- $479,634,691
Expenses & distributions
- Benefits paid
- $86,725,268
- Administrative expenses
- $675,980
- Total expenses
- $87,418,899
- Net increase / (decrease)
- $392,215,792