Plan5500

Focus On The Family 403(B) Plan — Form 5500 plan (Focus On The Family)

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, Focus On The Family 403(B) Plan is a benefit plan reported by Focus On The Family under EIN 95-3188150 and plan number 002. The latest loaded filing year is 2023. The filing reports 883 participants and $69,173,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Focus On The Family
EIN
95-3188150
Plan number
002
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
Participants
883
End-of-year plan assets
$69,173,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023883H, C20240719094652NAL0004247987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,173,710
Total liabilities (EOY)
$0
Net assets (EOY)
$69,173,710
Net assets (BOY)
$60,787,906

Income & contributions

Employer contributions
$1,624,515
Participant contributions
$2,881,484
Total contributions
$4,784,033
Total income / additions
$14,129,624

Expenses & distributions

Benefits paid
$5,430,562
Administrative expenses
$247,456
Total expenses
$5,743,820
Net increase / (decrease)
$8,385,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$103,261$02023
Empower Advisory Group LLCINVESTMENT MGMT$68,715not reported in the loaded dataset2023
Innovest Portfolio Solutions LLCBROKER/ADVISOR$54,021not reported in the loaded dataset2023
Capin Crouse LlpAUDITOR/ACCOUNTANT$16,560not reported in the loaded dataset2023

Related Form 5500 pages