Familyforward Custodial Pension Plan — Form 5500 plan (Familyforward)
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, Familyforward Custodial Pension Plan is a benefit plan reported by Familyforward under EIN 43-0652622 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $6,471,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Familyforward
- EIN
- 43-0652622
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $6,471,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20240930141259NAL0010314288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,471,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,471,781
- Net assets (BOY)
- $5,834,280
Income & contributions
- Employer contributions
- $191,258
- Participant contributions
- $392,930
- Total contributions
- $584,188
- Total income / additions
- $1,637,722
Expenses & distributions
- Benefits paid
- $982,919
- Administrative expenses
- $17,302
- Total expenses
- $1,000,221
- Net increase / (decrease)
- $637,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $13,677 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Operations Co Inc | NONE | $2,467 | $0 | 2023 |