2023 Form 5500 filing — Foundation Partners Group, LLC Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008112336NAL0016520753001) for Foundation Partners Group, LLC Retirement Savings Plan, reported by Foundation Partners Group, LLC under EIN 27-2399927 and plan number 001. It reports 1,520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112336NAL0016520753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation Partners Group, LLC
- EIN
- 27-2399927
- Plan number
- 001
- Location
- Winter Park, FL
- Participants
- 1,520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,314,825
- Total liabilities (EOY)
- $110,939
- Net assets (EOY)
- $27,203,886
- Employer contributions
- $1,881,470
- Participant contributions
- $3,944,202
- Total income / additions
- $10,387,769
- Benefits paid
- $3,337,247
- Administrative expenses
- $194,504
- Total expenses
- $3,531,751
- Net increase / (decrease)
- $6,856,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $194,504 | $0 |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $73,611 |
| Retirement Solutions Specialists | TPA | $0 | $19,211 |