Foulston Siefkin Savings Plan — Form 5500 plan (Foulston Siefkin Llp)

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, Foulston Siefkin Savings Plan is a benefit plan reported by Foulston Siefkin Llp under EIN 48-0572027 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $133,836,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foulston Siefkin Llp
EIN
48-0572027
Plan number
002
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
260
End-of-year plan assets
$133,836,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20240723155012NAL0007470291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,836,725
Total liabilities (EOY)
$0
Net assets (EOY)
$133,836,725
Net assets (BOY)
$115,819,866

Income & contributions

Employer contributions
$1,455,598
Participant contributions
$1,553,939
Total contributions
$3,121,467
Total income / additions
$23,806,601

Expenses & distributions

Benefits paid
$5,789,567
Administrative expenses
$175
Total expenses
$5,789,742
Net increase / (decrease)
$18,016,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$475$02023

Related Form 5500 pages