Plan5500

Fintech 401k Savings Plan — Form 5500 plan (Financial Information Technologies, LLC)

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, Fintech 401k Savings Plan is a benefit plan reported by Financial Information Technologies, LLC under EIN 65-0152732 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $18,055,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Financial Information Technologies, LLC
EIN
65-0152732
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
199
End-of-year plan assets
$18,055,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20240724091936NAL0012761233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,055,850
Total liabilities (EOY)
$0
Net assets (EOY)
$18,055,850
Net assets (BOY)
$14,220,732

Income & contributions

Employer contributions
$1,094,773
Participant contributions
$1,392,834
Total contributions
$2,598,822
Total income / additions
$4,936,471

Expenses & distributions

Benefits paid
$1,044,025
Administrative expenses
$57,328
Total expenses
$1,101,353
Net increase / (decrease)
$3,835,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesNONE$29,446not reported in the loaded dataset2023
Empower Annuity Ins Co/AdvNONE$18,516$02023
Florida Retirement ConsultantsNONE$11,966not reported in the loaded dataset2023

Related Form 5500 pages