Fgs, Inc. D/B/A Good Shepherd Communities 403(B) Plan — Form 5500 plan (Fgs, 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, Fgs, Inc. D/B/A Good Shepherd Communities 403(B) Plan is a benefit plan reported by Fgs, Inc. under EIN 16-1256975 and plan number 002. The latest loaded filing year is 2023. The filing reports 604 participants and $9,008,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fgs, Inc.
EIN
16-1256975
Plan number
002
Plan type
2
Location
Binghamton, NY
Latest filing year
2023
Participants
604
End-of-year plan assets
$9,008,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H, C20241014071403NAL0025648593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,008,043
Total liabilities (EOY)
$0
Net assets (EOY)
$9,008,043
Net assets (BOY)
$8,129,711

Income & contributions

Employer contributions
$141,285
Participant contributions
$460,592
Total contributions
$786,956
Total income / additions
$2,114,896

Expenses & distributions

Benefits paid
$1,197,857
Administrative expenses
$38,707
Total expenses
$1,236,564
Net increase / (decrease)
$878,332

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbt Bancorp NaNONE$38,629not reported in the loaded dataset2023
Epic Retirement Plan ServicesNONE$0$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages