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, Foundation Source 401(K) Plan is a benefit plan reported by Foundation Source Philanthropic Services, Inc. under EIN 51-0398347 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $13,471,034 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,471,034
- Total liabilities (EOY)
- $775
- Net assets (EOY)
- $13,470,259
- Net assets (BOY)
- $11,095,409
Income & contributions
- Employer contributions
- $74,094
- Participant contributions
- $1,324,067
- Total contributions
- $1,673,163
- Total income / additions
- $3,542,742
Expenses & distributions
- Benefits paid
- $1,122,521
- Administrative expenses
- $44,596
- Total expenses
- $1,167,892
- Net increase / (decrease)
- $2,374,850