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 20250204194143NAL0004699427001) for Forus 401(K), reported by Nvn Management, LLC under EIN 26-3068074 and plan number 001. It reports 913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204194143NAL0004699427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nvn Management, LLC
- EIN
- 26-3068074
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,045,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,045,710
- Employer contributions
- $426,744
- Participant contributions
- $988,839
- Total income / additions
- $2,106,567
- Benefits paid
- $415,607
- Administrative expenses
- $94,077
- Total expenses
- $509,684
- Net increase / (decrease)
- $1,596,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall Advisors LLC | ADMINISTRATOR | $53,571 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $40,506 | not reported in the loaded dataset |