2023 Form 5500 filing — Fsap & Peta 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 20241011130942NAL0043765522001) for Fsap & Peta 401(K) Plan, reported by Foundation To Support Animal Protection under EIN 52-1842274 and plan number 001. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130942NAL0043765522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation To Support Animal Protection
- EIN
- 52-1842274
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 477
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,033,495
- Net assets (EOY)
- $23,033,495
- Employer contributions
- $323,757
- Participant contributions
- $1,846,629
- Total income / additions
- $5,462,552
- Benefits paid
- $1,220,398
- Administrative expenses
- $96,315
- Total expenses
- $1,329,415
- Net increase / (decrease)
- $4,133,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan Golden | ADVISOR /INFO MANAGEM | $73,207 | $0 |
| Fsc Securities Corp | NONE | $53,314 | not reported in the loaded dataset |
| Metro Benefits, Inc. | THIRD PARTY ADMIN | $13,959 | not reported in the loaded dataset |
| American United Life Insurance Co | RECORDKEEPER | $1,677 | $7,945 |
| Mesirow Financial Investment Manage | BROKER | $7,917 | not reported in the loaded dataset |