2023 Form 5500 filing — Fuerst Group 401(K) 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 20241014150750NAL0013504531001) for Fuerst Group 401(K) Plan, reported by Fuerst Group, Inc. under EIN 94-2943765 and plan number 003. It reports 1,027 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150750NAL0013504531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fuerst Group, Inc.
- EIN
- 94-2943765
- Plan number
- 003
- Location
- Menlo Park, CA
- Participants
- 1,027
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,690,304
- Total liabilities (EOY)
- $276,991
- Net assets (EOY)
- $56,413,313
- Employer contributions
- $2,132,820
- Participant contributions
- $3,862,336
- Total income / additions
- $15,173,356
- Benefits paid
- $4,305,795
- Administrative expenses
- $303,264
- Total expenses
- $4,627,207
- Net increase / (decrease)
- $10,546,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anderson Fisher LLC | REGISTERED IN VESTMENT AD | $72,702 | $0 |
| John Hancock Usa | RECORDKEEPER | $1,408 | not reported in the loaded dataset |