Tfg 401(K) Savings Plan — Form 5500 plan (Fg, LLC Dba The Foundation Group)

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, Tfg 401(K) Savings Plan is a benefit plan reported by Fg, LLC Dba The Foundation Group under EIN 81-4579176 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,766 participants and $12,074,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fg, LLC Dba The Foundation Group
EIN
81-4579176
Plan number
333
Plan type
2
Location
Sikeston, MO
Latest filing year
2023
Participants
1,766
End-of-year plan assets
$12,074,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,766H, C20241015142443NAL0028755009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,074,482
Total liabilities (EOY)
$0
Net assets (EOY)
$12,074,482
Net assets (BOY)
$10,118,358

Income & contributions

Employer contributions
$30,582
Participant contributions
$979,183
Total contributions
$1,092,018
Total income / additions
$2,736,778

Expenses & distributions

Benefits paid
$677,989
Administrative expenses
$56,839
Total expenses
$780,654
Net increase / (decrease)
$1,956,124

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationRECORDKEEPER$56,839$02023

Related Form 5500 pages