Original filing (PDF)20250427220545NAL0018190912001

FINANCIAL ACCOUNTING INSTITUTE

Name: FINANCIAL ACCOUNTING INSTITUTE — FINANCIAL ACCOUNTING INSTITUTE P/S PLAN, Form 5500 (2023)
Creator: FINANCIAL ACCOUNTING INSTITUTE

Form 5500-SF

FILING_RECEIVED

FINANCIAL ACCOUNTING INSTITUTE P/S PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL ACCOUNTING INSTITUTE.

Plan sponsor

Name

FINANCIAL ACCOUNTING INSTITUTE

EIN

22-2427350

Address

1 N BRAE CT · TENAFLY, NJ · 076701114

Phone

(201) 568-0249

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-27

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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