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 20250115191114NAL0022149441001) for Forus 401(K), reported by Davis Food Co-Op under EIN 94-6425287 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115191114NAL0022149441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis Food Co-Op
- EIN
- 94-6425287
- Plan number
- 002
- Location
- Davis, CA
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,415,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,415,306
- Participant contributions
- $206,591
- Total income / additions
- $570,254
- Benefits paid
- $41,882
- Administrative expenses
- $27,845
- Total expenses
- $69,727
- Net increase / (decrease)
- $500,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall Advisors | ADMINISTRATOR | $14,734 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $13,111 | not reported in the loaded dataset |