F.S. & Gs Services, Inc. Retirement Savings Plan — Form 5500 plan (F.S. & Gs. Services, 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, F.S. & Gs Services, Inc. Retirement Savings Plan is a benefit plan reported by F.S. & Gs. Services, Inc. under EIN 91-1429279 and plan number 011. The latest loaded filing year is 2023. The filing reports 130 participants and $2,624,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
F.S. & Gs. Services, Inc.
EIN
91-1429279
Plan number
011
Plan type
2
Location
Azusa, CA
Latest filing year
2023
Participants
130
End-of-year plan assets
$2,624,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241014174023NAL0015374051003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,624,053
Net assets (EOY)
$2,624,053
Net assets (BOY)
$2,889,233

Income & contributions

Employer contributions
$26,725
Total contributions
$26,725
Total income / additions
$469,790

Expenses & distributions

Benefits paid
$698,470
Administrative expenses
$36,500
Total expenses
$734,970
Net increase / (decrease)
-$265,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life InsuranceCONTRACT ADMIN$26,377$02023
Hunnex And ShoemakerCONTRACT ADMIN$10,125$602023
Sbhu Life AgencyOTHER SERVICES$0$6012023

Related Form 5500 pages