2023 Form 5500 filing — Fuerst Group Pension 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 20251014134138NAL0006125874001) for Fuerst Group Pension Plan, reported by Fuerst Group, Inc. under EIN 94-2943765 and plan number 004. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014134138NAL0006125874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fuerst Group, Inc.
- EIN
- 94-2943765
- Plan number
- 004
- Location
- Menlo Park, CA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,828,003
- Total liabilities (EOY)
- $33,831
- Net assets (EOY)
- $23,794,172
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,381,150
- Benefits paid
- $4,278,611
- Administrative expenses
- $154,278
- Total expenses
- $4,432,889
- Net increase / (decrease)
- -$1,051,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearning Services, LLC | BROKER | $90,128 | $0 |
| Hood & Strong Llp | ACCOUNTING | $22,000 | $0 |
| Nfp Retirement, Inc | ACTUARIAL | $17,880 | $0 |