Forus 401(K) — Form 5500 plan (Nexera Holding 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, Forus 401(K) is a benefit plan reported by Nexera Holding LLC under EIN 46-5671661 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $4,520,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nexera Holding LLC
- EIN
- 46-5671661
- Plan number
- 001
- Plan type
- 2
- Location
- Emeryville, CA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $4,520,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241007155930NAL0016379825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,520,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,520,623
- Net assets (BOY)
- $3,059,786
Income & contributions
- Participant contributions
- $1,167,356
- Total contributions
- $1,242,809
- Total income / additions
- $1,871,632
Expenses & distributions
- Benefits paid
- $384,930
- Administrative expenses
- $25,865
- Total expenses
- $410,795
- Net increase / (decrease)
- $1,460,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall, Inc. | ADMINISTRATOR | $14,078 | not reported in the loaded dataset | 2023 |
| At Retirement Services, LLC | N/A | $11,787 | not reported in the loaded dataset | 2023 |