401(k)
2022 plan-year 401(k) DOL Form 5500

Financialforce.Com Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Financialforce.Com Inc. · California · Professional & Technical Services

What the 2023 filing shows

Financialforce.Com Inc. 401(k) Plan holds $42M for 376 participants — about $110,783 per participant, down 12.0% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
376
covered participants
$110,783
avg assets per participant
-12.0%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$42M
Participants
376
State
Industry
Professional & Technical Services

What the Filing Says About Financialforce.Com Inc. 401(k) Plan

Financialforce.Com Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Financialforce.Com Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 376 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 421768864, and the plan has been effective since 2015-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2022 to $42M at year-end — a decline of 12.0%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-5,662,036 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-5,662,036
Plan Type401(k)
Employer EIN421768864
Plan Effective Date2015-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financialforce.Com Inc.)

Year Plans Participants Total Assets
2022 1 376 $42M
2023 1 437 $53M
2024 1 392 $60M

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Financialforce.Com Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Financialforce.Com Inc. 401(k) Plan holds $42M in total assets with 376 participants. It is sponsored by Financialforce.Com Inc..
What type of plan is Financialforce.Com Inc. 401(k) Plan?
Financialforce.Com Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2015-12-01. The plan is filed with the U.S. Department of Labor under EIN 421768864.
Who sponsors the Financialforce.Com Inc. 401(k) Plan?
Financialforce.Com Inc. 401(k) Plan is sponsored by Financialforce.Com Inc., located in California. The sponsor's EIN is 421768864 and the plan operates in the Professional & Technical Services industry.
How did Financialforce.Com Inc. 401(k) Plan perform in 2022?
Financialforce.Com Inc. 401(k) Plan declined by 12.0% during 2022, moving from $47M to $42M in total assets. Net income was $-5,662,036.
Where can I find official filings for Financialforce.Com Inc. 401(k) Plan?
Official Form 5500 filings for Financialforce.Com Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 421768864 or plan name at efast.dol.gov.
How does Financialforce.Com Inc. 401(k) Plan compare to other plans?
You can compare Financialforce.Com Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 421768864.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.