Foster Development, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Foster Development, 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, Foster Development, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Foster Development, Inc under EIN 43-1892734 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $3,666,280 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foster Development, Inc
EIN
43-1892734
Plan number
001
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
706
End-of-year plan assets
$3,666,280

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023706H, C20241011180559NAL0037936160001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,666,280
Net assets (EOY)
$3,666,280
Net assets (BOY)
$2,524,991

Income & contributions

Employer contributions
$327,857
Participant contributions
$500,690
Total contributions
$972,025
Total income / additions
$1,464,684

Expenses & distributions

Benefits paid
$271,127
Administrative expenses
$52,268
Total expenses
$323,395
Net increase / (decrease)
$1,141,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwidePLAN RECORDKEEPING$14,064$14,2892023
DefinitiRECORDKEEPING$15,716$5872023
Ameriprise Financial ServicesFINANCIAL ADVISOR$0$7,6122023

Related Form 5500 pages