Foundation Software, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Foundation Software, LLC)
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, Foundation Software, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Foundation Software, LLC under EIN 34-1474815 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $37,357,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foundation Software, LLC
- EIN
- 34-1474815
- Plan number
- 001
- Plan type
- 2
- Location
- Strongsville, OH
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $37,357,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20241014090111NAL0025776993002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,357,073
- Net assets (EOY)
- $37,357,073
- Net assets (BOY)
- $29,330,770
Income & contributions
- Employer contributions
- $1,144,607
- Participant contributions
- $2,540,628
- Total contributions
- $3,774,767
- Total income / additions
- $9,161,896
Expenses & distributions
- Benefits paid
- $1,047,466
- Administrative expenses
- $88,127
- Total expenses
- $1,135,593
- Net increase / (decrease)
- $8,026,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Servi | NONE | $51,972 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $36,155 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foundation Software, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Strongsville, OH
- Cbiz Investment Advisory Servi — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation