2023 Form 5500 filing — The Investment 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 20241015112108NAL0029384577001) for The Investment Plan, reported by Front St. Inc. under EIN 77-0237275 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112108NAL0029384577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Front St. Inc.
- EIN
- 77-0237275
- Plan number
- 001
- Location
- Santa Cruz, CA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,723,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,723,466
- Employer contributions
- $224,365
- Participant contributions
- $533,248
- Total income / additions
- $1,938,021
- Benefits paid
- $560,097
- Administrative expenses
- $935
- Total expenses
- $561,032
- Net increase / (decrease)
- $1,376,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $935 | $0 |