2023 Form 5500 filing — Foundation Software, LLC 401(K) Retirement 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 20241014090111NAL0025776993002) for Foundation Software, LLC 401(K) Retirement Savings Plan, reported by Foundation Software, LLC under EIN 34-1474815 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090111NAL0025776993002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation Software, LLC
- EIN
- 34-1474815
- Plan number
- 001
- Location
- Strongsville, OH
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,357,073
- Net assets (EOY)
- $37,357,073
- Employer contributions
- $1,144,607
- Participant contributions
- $2,540,628
- Total income / additions
- $9,161,896
- Benefits paid
- $1,047,466
- Administrative expenses
- $88,127
- Total expenses
- $1,135,593
- Net increase / (decrease)
- $8,026,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Servi | NONE | $51,972 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $36,155 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |