2023 Form 5500 filing — Foresight Financial Group, Inc. Employee Savings And Profit Sharing 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 20240729115905NAL0018742209001) for Foresight Financial Group, Inc. Employee Savings And Profit Sharing Plan, reported by Foresight Financial Group, Inc. under EIN 36-3371610 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729115905NAL0018742209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foresight Financial Group, Inc.
- EIN
- 36-3371610
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,553,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,553,674
- Employer contributions
- $613,895
- Participant contributions
- $1,515,860
- Total income / additions
- $5,903,929
- Benefits paid
- $2,614,639
- Administrative expenses
- $187,566
- Total expenses
- $2,812,678
- Net increase / (decrease)
- $3,091,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management, Inc | NONE | $144,189 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $19,306 | $0 |
| Benning Group, LLC | NONE | $10,633 | not reported in the loaded dataset |
| Advisortrust, Inc. | NONE | $8,123 | not reported in the loaded dataset |
| Dwc Erisa Consultants, LLC | NONE | $5,315 | not reported in the loaded dataset |