Fourgen Holdings Inc. Retirement Plan — Form 5500 plan (Fourgen Holdings Inc.)
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, Fourgen Holdings Inc. Retirement Plan is a benefit plan reported by Fourgen Holdings Inc. under EIN 01-0750002 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $43,173,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fourgen Holdings Inc.
- EIN
- 01-0750002
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $43,173,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241205164604NAL0003177939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,173,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,173,274
- Net assets (BOY)
- $37,825,848
Income & contributions
- Employer contributions
- $1,733,451
- Participant contributions
- $1,113,887
- Total contributions
- $3,075,536
- Total income / additions
- $8,215,706
Expenses & distributions
- Benefits paid
- $2,805,107
- Administrative expenses
- $62,231
- Total expenses
- $2,868,280
- Net increase / (decrease)
- $5,347,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,230 | $0 | 2023 |
| Mesirow Financial Investment Mgmt | INVESTMENT ADVISORY | $0 | $57,826 | 2023 |