R. H. Foster Energy, LLC Retirement Plan — Form 5500 plan (R. H. Foster Energy, LLC)
Plain-English plan 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, R. H. Foster Energy, LLC Retirement Plan is a benefit plan reported by R. H. Foster Energy, LLC under EIN 01-0524966 and plan number 001. The latest loaded filing year is 2023. The filing reports 530 participants and $12,781,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. H. Foster Energy, LLC
- EIN
- 01-0524966
- Plan number
- 001
- Plan type
- 2
- Location
- Hampden, ME
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $12,781,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20241015203521NAL0030869201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,781,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,781,941
- Net assets (BOY)
- $9,663,112
Income & contributions
- Employer contributions
- $125,585
- Participant contributions
- $660,275
- Total contributions
- $949,195
- Total income / additions
- $4,072,310
Expenses & distributions
- Benefits paid
- $858,778
- Administrative expenses
- $88,271
- Total expenses
- $953,481
- Net increase / (decrease)
- $3,118,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Investments | INVESTMENT ADVISORY | $65,309 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,132 | $0 | 2023 |
| Charles Schwab & Co Inc | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for R. H. Foster Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Hampden, ME
- Fisher Investments — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation