2023 Form 5500 filing — Forus 401(K)
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 20241014190514NAL0015452707001) for Forus 401(K), reported by Bambee, Inc. under EIN 81-1907927 and plan number 001. It reports 248 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)$2.9MReported net assets$2,917,123
Participants248
Provider compensation$21.1K2 Schedule C row(s)$21,111
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014190514NAL0015452707001
- Plan sponsor
- Bambee, Inc.
- EIN
- 81-1907927
- Plan number
- 001
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
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)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,917,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,917,123
- Employer contributions
- $341,739
- Participant contributions
- $816,985
- Total income / additions
- $1,619,215
- Benefits paid
- $658,984
- Administrative expenses
- $21,111
- Total expenses
- $680,095
- Net increase / (decrease)
- $939,120
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Retirement Services, LLC | N/A | $11,863 | not reported in the loaded dataset |
| Forusall Advisors, LLC | ADMINISTRATOR | $9,248 | not reported in the loaded dataset |