2023 Form 5500 filing — Foundant Technologies 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 20240926135809NAL0001343264001) for Foundant Technologies 401(K) Plan, reported by Foundant Technologies under EIN 20-8081996 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926135809NAL0001343264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundant Technologies
- EIN
- 20-8081996
- Plan number
- 001
- Location
- Bozeman, MT
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,221,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,221,680
- Employer contributions
- $651,561
- Participant contributions
- $1,346,644
- Total income / additions
- $3,743,690
- Benefits paid
- $738,394
- Administrative expenses
- $68,431
- Total expenses
- $806,825
- Net increase / (decrease)
- $2,936,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $54,794 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,700 | not reported in the loaded dataset |
| Big Sky Retirement Inc | CONTRACT ADMIN | $1,530 | $7,416 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $5,787 |