2023 Form 5500 filing — Foundation For Educational Services, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718115417NAL0009071328001) for Foundation For Educational Services, Inc. 401(K) Plan, reported by Foundation For Educational Services, Inc. under EIN 47-0703499 and plan number 003. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$87.8MReported net assets$87,762,939

Participants234

Provider compensation$96.3K3 Schedule C row(s)$96,331

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240718115417NAL0009071328001
Plan sponsor: Foundation For Educational Services, Inc.
EIN: 47-0703499
Plan number: 003
Location: Lincoln, NE
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$87.8M total assets

Net assets$87.8MLiabilities$0

Money in vs. money out

Total income / additions$16.7M

Total expenses$3M

Benefits paid / distributions$2.9M

Contributions

Employer$2M

Participant$1.7M

Full reported line items

Total assets (EOY): $87,762,939
Total liabilities (EOY): $0
Net assets (EOY): $87,762,939
Employer contributions: $2,015,819
Participant contributions: $1,728,967
Total income / additions: $16,663,639
Benefits paid: $2,941,344
Administrative expenses: $96,331
Total expenses: $3,039,745
Net increase / (decrease): $13,623,894

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Global Retirement Partners, LLC$49.2K
NONE · Direct $49.2K
2
Oneamerica Retirement Services, LLC$47.2K
NONE · Direct $47.2K
3
Matrix Trust Company$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718115417NAL0009071328001 cover?: It is the 2023 Form 5500 filing for Foundation For Educational Services, Inc. 401(K) Plan, reported by Foundation For Educational Services, Inc. (EIN 47-0703499).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).