Plan5500

Forus 401(K) — Form 5500 plan (Bambee, 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 Bambee, Inc. under EIN 81-1907927 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $2,917,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bambee, Inc.
EIN
81-1907927
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
248
End-of-year plan assets
$2,917,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241014190514NAL0015452707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,917,123
Total liabilities (EOY)
$0
Net assets (EOY)
$2,917,123
Net assets (BOY)
$1,978,003

Income & contributions

Employer contributions
$341,739
Participant contributions
$816,985
Total contributions
$1,169,152
Total income / additions
$1,619,215

Expenses & distributions

Benefits paid
$658,984
Administrative expenses
$21,111
Total expenses
$680,095
Net increase / (decrease)
$939,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
At Retirement Services, LLCN/A$11,863not reported in the loaded dataset2023
Forusall Advisors, LLCADMINISTRATOR$9,248not reported in the loaded dataset2023

Related Form 5500 pages