2023 Form 5500 filing — Foundation Source 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 20241014142007NAL0026392321002) for Foundation Source 401(K) Plan, reported by Foundation Source Philanthropic Services, Inc. under EIN 51-0398347 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142007NAL0026392321002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foundation Source Philanthropic Services, Inc.
- EIN
- 51-0398347
- Plan number
- 001
- Location
- Fairfield, CT
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,471,034
- Total liabilities (EOY)
- $775
- Net assets (EOY)
- $13,470,259
- Employer contributions
- $74,094
- Participant contributions
- $1,324,067
- Total income / additions
- $3,542,742
- Benefits paid
- $1,122,521
- Administrative expenses
- $44,596
- Total expenses
- $1,167,892
- Net increase / (decrease)
- $2,374,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Procyon Partners, LLC | NONE | $34,397 | not reported in the loaded dataset |
| Rpcg, LLC | NONE | $600 | $32,485 |
| Empower Annuity Insurance Co. | NONE | $6,440 | $0 |