2023 Form 5500 filing — Fellowshiplife, Inc. 401(K) Employee Savings 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 20241010153826NAL0041369794001) for Fellowshiplife, Inc. 401(K) Employee Savings Plan, reported by Fellowshiplife, Inc. under EIN 22-3146725 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153826NAL0041369794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fellowshiplife, Inc.
- EIN
- 22-3146725
- Plan number
- 001
- Location
- Basking Ridge, NJ
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,928,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,928,593
- Employer contributions
- $613,447
- Participant contributions
- $1,384,701
- Total income / additions
- $4,471,400
- Benefits paid
- $740,934
- Administrative expenses
- $96,274
- Total expenses
- $837,208
- Net increase / (decrease)
- $3,634,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $80,990 | $0 |
| Sagepoint Financial | INVESTMENT ADVISORY | $0 | $28,455 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $9,817 | $3,736 |
| Wilshire Associated Incorporated | INVESTMENT ADVISORY | $0 | $0 |