Fellowshiplife, Inc. 401(K) Employee Savings Plan — Form 5500 plan (Fellowshiplife, 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, Fellowshiplife, Inc. 401(K) Employee Savings Plan is a benefit plan reported by Fellowshiplife, Inc. under EIN 61-2015757 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $15,928,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fellowshiplife, Inc.
- EIN
- 61-2015757
- Plan number
- 001
- Plan type
- 2
- Location
- Basking Ridge, NJ
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $15,928,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20241125134506NAL0003033491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,928,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,928,593
- Net assets (BOY)
- $12,294,401
Income & contributions
- Employer contributions
- $613,447
- Participant contributions
- $1,384,701
- Total contributions
- $2,474,601
- Total income / additions
- $4,471,400
Expenses & distributions
- Benefits paid
- $740,934
- Administrative expenses
- $96,274
- Total expenses
- $837,208
- Net increase / (decrease)
- $3,634,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,990 | $0 | 2023 |
| Sagepoint Financial | INVESTMENT ADVISORY | $0 | $28,455 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $9,817 | $3,736 | 2023 |
| Wilshire Associated Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fellowshiplife, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Basking Ridge, NJ
- Principal Life Insurance Company — Schedule C compensation
- Sagepoint Financial — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- Wilshire Associated Incorporated — Schedule C compensation