Foster Adopt Connect Employee Savings Plan — Form 5500 plan (Foster Adopt Connect, 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 Adopt Connect Employee Savings Plan is a benefit plan reported by Foster Adopt Connect, Inc. under EIN 43-1895965 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $2,702,421 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foster Adopt Connect, Inc.
EIN
43-1895965
Plan number
001
Plan type
2
Location
Independence, MO
Latest filing year
2023
Participants
321
End-of-year plan assets
$2,702,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20241015102123NAL0016135267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,702,421
Total liabilities (EOY)
$0
Net assets (EOY)
$2,702,421
Net assets (BOY)
$1,726,769

Income & contributions

Employer contributions
$374,033
Participant contributions
$503,814
Total contributions
$894,598
Total income / additions
$1,240,309

Expenses & distributions

Benefits paid
$234,986
Administrative expenses
$27,733
Total expenses
$264,657
Net increase / (decrease)
$975,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$17,424$02023
Prime Capital Investment AdvisorsINVESTMENT ADVISOR$10,309not reported in the loaded dataset2023

Related Form 5500 pages