How big is FULL Circle Brokerage Inc.'s plan?

FULL Circle Brokerage Inc.'s plan reported $24K in assets and 3 participants for 2023.

Original filing (PDF)20250110050813NAL0022061344001

FULL Circle Brokerage Inc.

Name: FULL Circle Brokerage Inc. — FULL Circle Brokerage-4, Form 5500 (2023)
Creator: FULL Circle Brokerage Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FULL Circle Brokerage-401(k)

401(k) retirement plan · FULL Circle Brokerage Inc.'s FULL Circle Brokerage-401(k) held $24K in plan assets for 3 participants in 2023.

Signals · 1

Late filing · 1.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Antoinette Durant signed FULL Circle Brokerage Inc.'s 2023 Form 5500 as plan administrator.

Antoinette Durant — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

FULL Circle Brokerage Inc.'s EIN is 36-4566472.

EIN 36-4566472

Plan number 001

Plan year 2023

ACK ID 20250110050813NAL0022061344001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for FULL Circle Brokerage Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

FULL Circle Brokerage Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FULL CIRCLE BROKERAGE INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.8 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score