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FUSION BROKERAGE USA, INC. 401(K) PLAN 401k Plan overview

Plan NameFUSION BROKERAGE USA, INC. 401(K) PLAN
Plan identification number 001

FUSION BROKERAGE USA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FUSION BROKERAGE USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:FUSION BROKERAGE USA, INC.
Employer identification number (EIN):800212492
NAIC Classification:523140
NAIC Description:Commodity Contracts Brokerage

Additional information about FUSION BROKERAGE USA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-07-08
Company Identification Number: 0801001249
Legal Registered Office Address: 9555 W SAM HOUSTON PKWY S STE 348

HOUSTON
United States of America (USA)
77099

More information about FUSION BROKERAGE USA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FUSION BROKERAGE USA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHERRY SIMMONS2015-06-23

Financial Data on FUSION BROKERAGE USA, INC. 401(K) PLAN

Measure Date Value
2025 : FUSION BROKERAGE USA, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-240
Total liabilities as of the end of the plan year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-243442
Net assets as of the end of the plan year2025-06-24576626
Total assets as of the beginning of the plan year2025-06-24456338
Value of plan covered by a fidelity bond2025-06-2410000
Participant contributions to plan in this plan year2025-06-2429000
Other expenses paid from plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-240
Other income to plan in this plan year2025-06-2483855
Plan net income in this plan year2025-06-24120288
Net assets as of the end of the plan year2025-06-24576626
Net assets as of the beginning of the plan year2025-06-24456338
Employer contributions to plan in this plan year2025-06-2410875
Fees paid to broker by Benefit Provider2025-06-24653
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-243442
2024 : FUSION BROKERAGE USA, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-290
Total liabilities as of the end of the plan year2024-05-290
Total liabilities as of the beginning of the plan year2024-05-290
Total expenses incurred by plan in this plan year2024-05-296088
Net assets as of the end of the plan year2024-05-29456338
Total assets as of the beginning of the plan year2024-05-29342783
Value of plan covered by a fidelity bond2024-05-2910000
Participant contributions to plan in this plan year2024-05-2928500
Other expenses paid from plan in this plan year2024-05-290
Other contributions to plan in this plan year2024-05-290
Other income to plan in this plan year2024-05-2975318
Plan net income in this plan year2024-05-29113555
Net assets as of the end of the plan year2024-05-29456338
Net assets as of the beginning of the plan year2024-05-29342783
Employer contributions to plan in this plan year2024-05-2915825
Fees paid to broker by Benefit Provider2024-05-29428
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-296088
2022 : FUSION BROKERAGE USA, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-170
Total liabilities as of the end of the plan year2022-04-170
Total liabilities as of the beginning of the plan year2022-04-170
Total expenses incurred by plan in this plan year2022-04-172759
Net assets as of the end of the plan year2022-04-17365922
Total assets as of the beginning of the plan year2022-04-17260523
Value of plan covered by a fidelity bond2022-04-1710000
Participant contributions to plan in this plan year2022-04-1736113
Other expenses paid from plan in this plan year2022-04-170
Other contributions to plan in this plan year2022-04-170
Other income to plan in this plan year2022-04-1752770
Plan net income in this plan year2022-04-17105399
Net assets as of the end of the plan year2022-04-17365922
Net assets as of the beginning of the plan year2022-04-17260523
Employer contributions to plan in this plan year2022-04-1719275
Fees paid to broker by Benefit Provider2022-04-17221
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-172759

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