Farallon Capital Management Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Farallon Capital Management, L.L.C.)

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, Farallon Capital Management Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Farallon Capital Management, L.L.C. under EIN 94-3240279 and plan number 002. The latest loaded filing year is 2023. The filing reports 332 participants and $237,714,254 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farallon Capital Management, L.L.C.
EIN
94-3240279
Plan number
002
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
332
End-of-year plan assets
$237,714,254

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20241011151652NAL0011103075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$237,714,254
Total liabilities (EOY)
$212,647
Net assets (EOY)
$237,501,607
Net assets (BOY)
$189,822,938

Income & contributions

Employer contributions
$7,362,207
Participant contributions
$4,244,035
Total contributions
$11,841,531
Total income / additions
$51,858,723

Expenses & distributions

Benefits paid
$3,397,023
Administrative expenses
$783,031
Total expenses
$4,180,054
Net increase / (decrease)
$47,678,669

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mountain Capital Investment AdNONE$5,726not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$613$02023

Related Form 5500 pages