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 20241016073216NAL0052596816001) for Forus 401(K), reported by Directive Consulting under EIN 47-1848192 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016073216NAL0052596816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Directive Consulting
- EIN
- 47-1848192
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,169,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,169,160
- Employer contributions
- $267,835
- Participant contributions
- $648,098
- Total income / additions
- $1,441,033
- Benefits paid
- $541,345
- Administrative expenses
- $20,166
- Total expenses
- $561,511
- Net increase / (decrease)
- $879,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Retirement Services, LLC | N/A | $11,008 | not reported in the loaded dataset |
| Forusall, Inc. | ADMINISTRATOR | $9,158 | not reported in the loaded dataset |