Forus 401(K) — Form 5500 plan (Davis Food Co-Op)
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 Davis Food Co-Op under EIN 94-6425287 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $2,415,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis Food Co-Op
- EIN
- 94-6425287
- Plan number
- 002
- Plan type
- 2
- Location
- Davis, CA
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $2,415,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20250115191114NAL0022149441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,415,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,415,306
- Net assets (BOY)
- $1,914,779
Income & contributions
- Participant contributions
- $206,591
- Total contributions
- $235,099
- Total income / additions
- $570,254
Expenses & distributions
- Benefits paid
- $41,882
- Administrative expenses
- $27,845
- Total expenses
- $69,727
- Net increase / (decrease)
- $500,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall Advisors | ADMINISTRATOR | $14,734 | not reported in the loaded dataset | 2023 |
| At Retirement Services, LLC | N/A | $13,111 | not reported in the loaded dataset | 2023 |