2023 Form 5500 filing — Tfg 401(K) 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 20241015142443NAL0028755009001) for Tfg 401(K) Savings Plan, reported by Fg, LLC Dba The Foundation Group under EIN 81-4579176 and plan number 333. It reports 1,766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142443NAL0028755009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fg, LLC Dba The Foundation Group
- EIN
- 81-4579176
- Plan number
- 333
- Location
- Sikeston, MO
- Participants
- 1,766
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,074,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,074,482
- Employer contributions
- $30,582
- Participant contributions
- $979,183
- Total income / additions
- $2,736,778
- Benefits paid
- $677,989
- Administrative expenses
- $56,839
- Total expenses
- $780,654
- Net increase / (decrease)
- $1,956,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $56,839 | $0 |