Fuerst Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Inc. (EIN 94-2943765) is a plan sponsor located in Menlo Park, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2943765
Location
Menlo Park, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$80,518,307
Total reported liabilities (EOY)
$310,822
Total reported net assets (EOY)
$80,207,485

Contributions & income

Employer contributions
$2,132,820
Participant contributions
$3,862,336
Total income / additions
$18,554,506

Expenses & distributions

Benefits paid / distributions
$8,584,406
Total expenses
$9,060,096
Net increase / (decrease)
$9,494,410

Coverage

Total reported participants
1,176
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fuerst Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Fuerst Group 401(K) Plan0031,027$56,690,3042023
Fuerst Group Pension Plan004149$23,828,0032023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fuerst Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Fuerst Group 401(K) Plan1,027H, C20241014150750NAL0013504531001
2023Fuerst Group Pension Plan149H, C20251014134138NAL0006125874001

Related Form 5500 pages