Plan5500

Forus 401(K) — Form 5500 plan (Ellevest, 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 Ellevest, Inc. under EIN 47-2458326 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $5,240,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ellevest, Inc.
EIN
47-2458326
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
167
End-of-year plan assets
$5,240,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241206145309NAL0009389952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,240,471
Total liabilities (EOY)
$0
Net assets (EOY)
$5,240,471
Net assets (BOY)
$4,064,899

Income & contributions

Employer contributions
$76,069
Participant contributions
$1,060,310
Total contributions
$1,313,139
Total income / additions
$2,192,364

Expenses & distributions

Benefits paid
$985,911
Administrative expenses
$30,496
Total expenses
$1,016,792
Net increase / (decrease)
$1,175,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forusall, Inc.ADMINISTRATOR$18,763not reported in the loaded dataset2023
At Retirement Services, LLCN/A$11,733not reported in the loaded dataset2023

Related Form 5500 pages