Foresight Financial Group, Inc. Employee Savings And Profit Sharing Plan — Form 5500 plan (Foresight Financial Group, 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, Foresight Financial Group, Inc. Employee Savings And Profit Sharing Plan is a benefit plan reported by Foresight Financial Group, Inc. under EIN 36-3371610 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $31,553,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foresight Financial Group, Inc.
- EIN
- 36-3371610
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $31,553,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20240729115905NAL0018742209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,553,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,553,674
- Net assets (BOY)
- $28,462,423
Income & contributions
- Employer contributions
- $613,895
- Participant contributions
- $1,515,860
- Total contributions
- $2,575,587
- Total income / additions
- $5,903,929
Expenses & distributions
- Benefits paid
- $2,614,639
- Administrative expenses
- $187,566
- Total expenses
- $2,812,678
- Net increase / (decrease)
- $3,091,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Savant Capital Management, Inc | NONE | $144,189 | not reported in the loaded dataset | 2023 |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $19,306 | $0 | 2023 |
| Benning Group, LLC | NONE | $10,633 | not reported in the loaded dataset | 2023 |
| Advisortrust, Inc. | NONE | $8,123 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants, LLC | NONE | $5,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foresight Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Savant Capital Management, Inc — Schedule C compensation
- Pcs Retirement, LLC — Schedule C compensation
- Benning Group, LLC — Schedule C compensation
- Advisortrust, Inc. — Schedule C compensation
- Dwc Erisa Consultants, LLC — Schedule C compensation