Plan5500

Fiscalnote 401(K) Retirement Plan — Form 5500 plan (Fiscalnote, 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, Fiscalnote 401(K) Retirement Plan is a benefit plan reported by Fiscalnote, Inc. under EIN 80-0934908 and plan number 001. The latest loaded filing year is 2023. The filing reports 974 participants and $52,602,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiscalnote, Inc.
EIN
80-0934908
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
974
End-of-year plan assets
$52,602,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023974H, C20241009124541NAL0010611219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,602,439
Total liabilities (EOY)
$0
Net assets (EOY)
$52,602,439
Net assets (BOY)
$43,976,967

Income & contributions

Employer contributions
$2,267,745
Participant contributions
$4,337,871
Total contributions
$6,952,160
Total income / additions
$15,623,374

Expenses & distributions

Benefits paid
$6,859,706
Administrative expenses
$138,196
Total expenses
$6,997,902
Net increase / (decrease)
$8,625,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCNONE$80,154not reported in the loaded dataset2023
Kestra Financial AdvisorsNONE$44,000not reported in the loaded dataset2023
Fidelity InstitutionalNONE$14,042not reported in the loaded dataset2023

Related Form 5500 pages