Fuerst Group Pension 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 Pension Plan is a benefit plan reported by Fuerst Group, Inc. under EIN 94-2943765 and plan number 004. The latest loaded filing year is 2023. The filing reports 149 participants and $23,828,003 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
004
Plan type
2
Location
Menlo Park, CA
Latest filing year
2023
Participants
149
End-of-year plan assets
$23,828,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20251014134138NAL0006125874001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,828,003
Total liabilities (EOY)
$33,831
Net assets (EOY)
$23,794,172
Net assets (BOY)
$24,845,911

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$3,381,150

Expenses & distributions

Benefits paid
$4,278,611
Administrative expenses
$154,278
Total expenses
$4,432,889
Net increase / (decrease)
-$1,051,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearning Services, LLCBROKER$90,128$02023
Hood & Strong LlpACCOUNTING$22,000$02023
Nfp Retirement, IncACTUARIAL$17,880$02023

Related Form 5500 pages