2023 Form 5500 filing — R. H. Foster Energy, LLC Retirement 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 20241015203521NAL0030869201001) for R. H. Foster Energy, LLC Retirement Plan, reported by R. H. Foster Energy, LLC under EIN 01-0524966 and plan number 001. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203521NAL0030869201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R. H. Foster Energy, LLC
- EIN
- 01-0524966
- Plan number
- 001
- Location
- Hampden, ME
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,781,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,781,941
- Employer contributions
- $125,585
- Participant contributions
- $660,275
- Total income / additions
- $4,072,310
- Benefits paid
- $858,778
- Administrative expenses
- $88,271
- Total expenses
- $953,481
- Net increase / (decrease)
- $3,118,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Investments | INVESTMENT ADVISORY | $65,309 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,132 | $0 |
| Charles Schwab & Co Inc | INVESTMENT ADVISORY | $0 | $0 |
| Charles Schwab Trust Bank | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset |