Plan5500

Forus 401(K) — Form 5500 plan (Billfloat, 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, Forus 401(K) is a benefit plan reported by Billfloat, Inc. under EIN 27-0865497 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $7,670,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Billfloat, Inc.
EIN
27-0865497
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
282
End-of-year plan assets
$7,670,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20241017165712NAL0031971889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,670,420
Total liabilities (EOY)
$0
Net assets (EOY)
$7,670,420
Net assets (BOY)
$6,762,346

Income & contributions

Participant contributions
$1,744,729
Total contributions
$1,777,927
Total income / additions
$3,074,295

Expenses & distributions

Benefits paid
$2,130,549
Administrative expenses
$34,164
Total expenses
$2,166,221
Net increase / (decrease)
$908,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall Advisors LLCADMINISTRATOR$20,250not reported in the loaded dataset2023
At Retirement Services, LLCN/A$13,985not reported in the loaded dataset2023

Related Form 5500 pages