2023 Form 5500 filing — Forus 401(K)
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 20241014190514NAL0015452707001) for Forus 401(K), reported by Bambee, Inc. under EIN 81-1907927 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190514NAL0015452707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bambee, Inc.
- EIN
- 81-1907927
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,917,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,917,123
- Employer contributions
- $341,739
- Participant contributions
- $816,985
- Total income / additions
- $1,619,215
- Benefits paid
- $658,984
- Administrative expenses
- $21,111
- Total expenses
- $680,095
- Net increase / (decrease)
- $939,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Retirement Services, LLC | N/A | $11,863 | not reported in the loaded dataset |
| Forusall Advisors, LLC | ADMINISTRATOR | $9,248 | not reported in the loaded dataset |