2023 Form 5500 filing — Focus On The Family 403(B) 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 20240719094652NAL0004247987001) for Focus On The Family 403(B) Plan, reported by Focus On The Family under EIN 95-3188150 and plan number 002. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719094652NAL0004247987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Focus On The Family
- EIN
- 95-3188150
- Plan number
- 002
- Location
- Colorado Springs, CO
- Participants
- 883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,173,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,173,710
- Employer contributions
- $1,624,515
- Participant contributions
- $2,881,484
- Total income / additions
- $14,129,624
- Benefits paid
- $5,430,562
- Administrative expenses
- $247,456
- Total expenses
- $5,743,820
- Net increase / (decrease)
- $8,385,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $103,261 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $68,715 | not reported in the loaded dataset |
| Innovest Portfolio Solutions LLC | BROKER/ADVISOR | $54,021 | not reported in the loaded dataset |
| Capin Crouse Llp | AUDITOR/ACCOUNTANT | $16,560 | not reported in the loaded dataset |