Foundant Technologies 401(K) Plan — Form 5500 plan (Foundant Technologies)
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, Foundant Technologies 401(K) Plan is a benefit plan reported by Foundant Technologies under EIN 20-8081996 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $9,221,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundant Technologies
- EIN
- 20-8081996
- Plan number
- 001
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $9,221,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20240926135809NAL0001343264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,221,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,221,680
- Net assets (BOY)
- $6,284,815
Income & contributions
- Employer contributions
- $651,561
- Participant contributions
- $1,346,644
- Total contributions
- $2,311,235
- Total income / additions
- $3,743,690
Expenses & distributions
- Benefits paid
- $738,394
- Administrative expenses
- $68,431
- Total expenses
- $806,825
- Net increase / (decrease)
- $2,936,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $54,794 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,700 | not reported in the loaded dataset | 2023 |
| Big Sky Retirement Inc | CONTRACT ADMIN | $1,530 | $7,416 | 2023 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $5,787 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foundant Technologies
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Big Sky Retirement Inc — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation