Forus 401(K) — Form 5500 plan (Directive Consulting)
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, Forus 401(K) is a benefit plan reported by Directive Consulting under EIN 47-1848192 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $3,169,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Directive Consulting
- EIN
- 47-1848192
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $3,169,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241016073216NAL0052596816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,169,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,169,160
- Net assets (BOY)
- $2,289,638
Income & contributions
- Employer contributions
- $267,835
- Participant contributions
- $648,098
- Total contributions
- $927,698
- Total income / additions
- $1,441,033
Expenses & distributions
- Benefits paid
- $541,345
- Administrative expenses
- $20,166
- Total expenses
- $561,511
- Net increase / (decrease)
- $879,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| At Retirement Services, LLC | N/A | $11,008 | not reported in the loaded dataset | 2023 |
| Forusall, Inc. | ADMINISTRATOR | $9,158 | not reported in the loaded dataset | 2023 |