Future Us 401k Plan — Form 5500 plan (Future Us Inc)
Plain-English plan 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, Future Us 401k Plan is a benefit plan reported by Future Us Inc under EIN 22-3157975 and plan number 001. The latest loaded filing year is 2023. The filing reports 776 participants and $54,862,616 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Future Us Inc
- EIN
- 22-3157975
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 776
- End-of-year plan assets
- $54,862,616
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 776 | H, C | 20241014081216NAL0025700881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,862,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,862,616
- Net assets (BOY)
- $42,838,868
Income & contributions
- Employer contributions
- $836,984
- Participant contributions
- $4,158,111
- Total contributions
- $5,118,797
- Total income / additions
- $14,642,210
Expenses & distributions
- Benefits paid
- $2,549,425
- Administrative expenses
- $69,037
- Total expenses
- $2,618,462
- Net increase / (decrease)
- $12,023,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors | ADVISORS | $46,981 | $0 | 2023 |
| Usi Consulting Group | RECORDKEEPER | $22,057 | $0 | 2023 |