Fuerst Group 401(K) Plan — Form 5500 plan (Fuerst Group, 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, Fuerst Group 401(K) Plan is a benefit plan reported by Fuerst Group, Inc. under EIN 94-2943765 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,027 participants and $56,690,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fuerst Group, Inc.
EIN
94-2943765
Plan number
003
Plan type
2
Location
Menlo Park, CA
Latest filing year
2023
Participants
1,027
End-of-year plan assets
$56,690,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,027H, C20241014150750NAL0013504531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,690,304
Total liabilities (EOY)
$276,991
Net assets (EOY)
$56,413,313
Net assets (BOY)
$45,867,164

Income & contributions

Employer contributions
$2,132,820
Participant contributions
$3,862,336
Total contributions
$6,749,667
Total income / additions
$15,173,356

Expenses & distributions

Benefits paid
$4,305,795
Administrative expenses
$303,264
Total expenses
$4,627,207
Net increase / (decrease)
$10,546,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anderson Fisher LLCREGISTERED IN VESTMENT AD$72,702$02023
John Hancock UsaRECORDKEEPER$1,408not reported in the loaded dataset2023

Related Form 5500 pages