Plan5500

Forus 401(K) — Form 5500 plan (Policygenius, 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 Policygenius, Inc. under EIN 46-1553649 and plan number 001. The latest loaded filing year is 2023. The filing reports 714 participants and $20,746,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Policygenius, Inc.
EIN
46-1553649
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
714
End-of-year plan assets
$20,746,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023714H, C20250407133922NAL0025451856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,746,028
Total liabilities (EOY)
$0
Net assets (EOY)
$20,746,028
Net assets (BOY)
$15,512,598

Income & contributions

Employer contributions
$1,015,053
Participant contributions
$3,401,384
Total contributions
$4,785,848
Total income / additions
$8,214,327

Expenses & distributions

Benefits paid
$2,880,886
Administrative expenses
$100,011
Total expenses
$2,980,897
Net increase / (decrease)
$5,233,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall Advisors LLCADMINISTRATOR$54,050not reported in the loaded dataset2023
At Retirement Services, LLCN/A$45,961not reported in the loaded dataset2023

Related Form 5500 pages