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 20241206145309NAL0009389952001) for Forus 401(K), reported by Ellevest, Inc. under EIN 47-2458326 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206145309NAL0009389952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellevest, Inc.
- EIN
- 47-2458326
- Plan number
- 001
- Location
- New York, NY
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,240,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,240,471
- Employer contributions
- $76,069
- Participant contributions
- $1,060,310
- Total income / additions
- $2,192,364
- Benefits paid
- $985,911
- Administrative expenses
- $30,496
- Total expenses
- $1,016,792
- Net increase / (decrease)
- $1,175,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall, Inc. | ADMINISTRATOR | $18,763 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $11,733 | not reported in the loaded dataset |