Plan5500

Figure 401(K) Plan — Form 5500 plan (Figure Technologies, 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, Figure 401(K) Plan is a benefit plan reported by Figure Technologies, Inc. under EIN 82-3999124 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $19,570,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Figure Technologies, Inc.
EIN
82-3999124
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
640
End-of-year plan assets
$19,570,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023640H, C20240926103528NAL0000956960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,570,491
Total liabilities (EOY)
$0
Net assets (EOY)
$19,570,491
Net assets (BOY)
$13,239,366

Income & contributions

Employer contributions
$0
Participant contributions
$4,815,244
Total contributions
$5,339,995
Total income / additions
$8,557,672

Expenses & distributions

Benefits paid
$2,180,352
Administrative expenses
$46,195
Total expenses
$2,226,547
Net increase / (decrease)
$6,331,125

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Precept Advisory GroupADVISOR$21,922not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,370$02023

Related Form 5500 pages