Fosber Savings & Retirement Plan — Form 5500 plan (Fosber America, 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, Fosber Savings & Retirement Plan is a benefit plan reported by Fosber America, Inc. under EIN 39-1714500 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $30,472,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fosber America, Inc.
EIN
39-1714500
Plan number
001
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
215
End-of-year plan assets
$30,472,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20250129153927NAL0026083888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,472,287
Net assets (EOY)
$30,472,287
Net assets (BOY)
$25,637,255

Income & contributions

Employer contributions
$544,966
Participant contributions
$1,457,915
Total contributions
$2,002,881
Total income / additions
$6,184,136

Expenses & distributions

Benefits paid
$1,309,673
Administrative expenses
$39,431
Total expenses
$1,349,104
Net increase / (decrease)
$4,835,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$127,963$02023
Ameriprise Financial ServicesADVISOR$0$32,0162023

Related Form 5500 pages