Foundation Partners Group, LLC Retirement Savings Plan — Form 5500 plan (Foundation Partners Group, 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, Foundation Partners Group, LLC Retirement Savings Plan is a benefit plan reported by Foundation Partners Group, LLC under EIN 27-2399927 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,520 participants and $27,314,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundation Partners Group, LLC
- EIN
- 27-2399927
- Plan number
- 001
- Plan type
- 2
- Location
- Winter Park, FL
- Latest filing year
- 2023
- Participants
- 1,520
- End-of-year plan assets
- $27,314,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,520 | H, C | 20241008112336NAL0016520753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,314,825
- Total liabilities (EOY)
- $110,939
- Net assets (EOY)
- $27,203,886
- Net assets (BOY)
- $20,347,868
Income & contributions
- Employer contributions
- $1,881,470
- Participant contributions
- $3,944,202
- Total contributions
- $6,827,647
- Total income / additions
- $10,387,769
Expenses & distributions
- Benefits paid
- $3,337,247
- Administrative expenses
- $194,504
- Total expenses
- $3,531,751
- Net increase / (decrease)
- $6,856,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $194,504 | $0 | 2023 |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $73,611 | 2023 |
| Retirement Solutions Specialists | TPA | $0 | $19,211 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foundation Partners Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Winter Park, FL
- Voya Retirement Insurance And Annui — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation