Fuerst Group 401(K) Plan — Form 5500 plan (Fuerst Group, 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, Fuerst Group 401(K) Plan is a benefit plan reported by Fuerst Group, Inc. under EIN 94-2943765 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,027 participants and $56,690,304 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$56.4MPlan net assets, end of year$56,413,313
Participants1KCovered participants reported1,027
Assets / participant$55.2KComputed: assets ÷ participants$55,200 (computed)
Provider compensation$74.1K2 Schedule C provider row(s)$74,110
- Plan sponsor
- Fuerst Group, Inc.
- EIN
- 94-2943765
- Plan number
- 003
- Plan type
- 2
- Location
- Menlo Park, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,027 | H, C | 20241014150750NAL0013504531001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$56.7M total assets
Net assets$56.4MLiabilities$277K
Full reported line items
Net assets
- Total assets (EOY)
- $56,690,304
- Total liabilities (EOY)
- $276,991
- Net assets (EOY)
- $56,413,313
- Net assets (BOY)
- $45,867,164
Income & contributions
- Employer contributions
- $2,132,820
- Participant contributions
- $3,862,336
- Total contributions
- $6,749,667
- Total income / additions
- $15,173,356
Expenses & distributions
- Benefits paid
- $4,305,795
- Administrative expenses
- $303,264
- Total expenses
- $4,627,207
- Net increase / (decrease)
- $10,546,149
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anderson Fisher LLC | REGISTERED IN VESTMENT AD | $72,702 | $0 | 2023 |
| John Hancock Usa | RECORDKEEPER | $1,408 | not reported in the loaded dataset | 2023 |