The Investment Plan — Form 5500 plan (Front St. 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, The Investment Plan is a benefit plan reported by Front St. Inc. under EIN 77-0237275 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $8,723,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Front St. Inc.
- EIN
- 77-0237275
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $8,723,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241015112108NAL0029384577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,723,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,723,466
- Net assets (BOY)
- $7,346,477
Income & contributions
- Employer contributions
- $224,365
- Participant contributions
- $533,248
- Total contributions
- $757,613
- Total income / additions
- $1,938,021
Expenses & distributions
- Benefits paid
- $560,097
- Administrative expenses
- $935
- Total expenses
- $561,032
- Net increase / (decrease)
- $1,376,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $935 | $0 | 2023 |