Family Forum, Inc. 403(B) Plan — Form 5500 plan (Family Forum, 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, Family Forum, Inc. 403(B) Plan is a benefit plan reported by Family Forum, Inc. under EIN 39-1354038 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $4,930,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Forum, Inc.
EIN
39-1354038
Plan number
001
Plan type
2
Location
Superior, WI
Latest filing year
2023
Participants
152
End-of-year plan assets
$4,930,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241014114257NAL0045831728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,930,903
Total liabilities (EOY)
$0
Net assets (EOY)
$4,930,903
Net assets (BOY)
$4,501,408

Income & contributions

Employer contributions
$46,227
Participant contributions
$201,604
Total contributions
$247,831
Total income / additions
$881,422

Expenses & distributions

Benefits paid
$443,542
Administrative expenses
$8,385
Total expenses
$451,927
Net increase / (decrease)
$429,495

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Securities IncOTHER SERVICES$0$13,1882023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$6,679$02023
Wilshire Associates IncorporatedINVESTMENT ADVISORY$0$02023

Related Form 5500 pages