How big is Fisba, LLC's plan?

Fisba, LLC's plan reported $163K in assets for 2023.

Original filing (PDF)20240530115356NAL0022581264001

Fisba, LLC

Name: Fisba, LLC — Fisba, LLC 401(k) Plan, Form 5500 (2023)
Creator: Fisba, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fisba, LLC 401(k) Plan

401(k) retirement plan · Fisba, LLC's Fisba, LLC 401(k) Plan reported $163K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Karen KAHN signed Fisba, LLC's 2023 Form 5500 as plan administrator.

Karen KAHN — 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

Fisba, LLC's EIN is 46-5666669.

EIN 46-5666669

Plan number 001

Plan year 2023

ACK ID 20240530115356NAL0022581264001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fisba, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fisba, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FISBA, LLC

EIN

all filings

Address

6296 EAST GRANT RD., SUITE 150 · TUCSON, AZ · 85712

Phone

(520) 867-8100

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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