2023 Form 5500 filing — Foster, Swift, Collins & Smith, P.C. Employee 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 20241010163639NAL0010269043002) for Foster, Swift, Collins & Smith, P.C. Employee Profit Sharing Plan, reported by Foster, Swift, Collins & Smith, P.C. under EIN 38-1904703 and plan number 001. It reports 233 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)$84.5MReported net assets$84,518,587
Participants233
Provider compensation$63.8K2 Schedule C row(s)$63,772
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010163639NAL0010269043002
Plan sponsor
Foster, Swift, Collins & Smith, P.C.
EIN
38-1904703
Plan number
001
Location
Lansing, MI
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)$84.5M total assets
Net assets$84.5MLiabilities
Money in vs. money out
Total income / additions$16.3M
Total expenses$6.3M
Benefits paid / distributions$6.3M
Contributions
Employer$1.2M
Participant$1.8M
Full reported line items
Total assets (EOY)
$84,518,587
Net assets (EOY)
$84,518,587
Employer contributions
$1,202,602
Participant contributions
$1,826,931
Total income / additions
$16,293,459
Benefits paid
$6,255,835
Administrative expenses
$63,771
Total expenses
$6,319,606
Net increase / (decrease)
$9,973,853
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $63.8K
  2. 2
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010163639NAL0010269043002 cover?
It is the 2023 Form 5500 filing for Foster, Swift, Collins & Smith, P.C. Employee Profit Sharing Plan, reported by Foster, Swift, Collins & Smith, P.C. (EIN 38-1904703).
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).

Related Form 5500 pages