Futureplan — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Futureplan is reported as a service provider on 26 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 26 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $637,920 and reported indirect compensation totals $467.
Reported compensation summary
- Reported direct compensation
- $637,920
- Reported indirect compensation
- $467
- Total reported compensation
- $638,387
- Filings
- 26
- Plan sponsors
- 25
- Plans
- 26
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Palo Alto Foundation Medical Group, Inc. | CA | 2 | $253,968 |
| Jackson Lewis P.C. | NY | 1 | $73,455 |
| Weintraub Tobin Chediak Coleman Grodin Law | CA | 1 | $61,383 |
| Technical Associates Of Georgia Inc | GA | 1 | $44,148 |
| Utility Trailer Manufacturing Company | CA | 1 | $32,085 |
| Sessa Sheet Metal Contractors, Inc. | MD | 1 | $22,262 |
| Waibel Energy Systems, Inc. | OH | 1 | $18,237 |
| Hollandia Produce, LLC | CA | 1 | $17,231 |
| Brc Rubber Group, Inc. | IN | 1 | $14,513 |
| De Corp. | TX | 1 | $14,248 |
State footprint
Plans reporting Futureplan are sponsored in CA (6), IN (3), MA (2), TX (2), CO (2), MO (1), NE (1), NY (1), OH (1), TN (1), UT (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Palo Alto Foundation Medical Group, Inc. | Pafmg Cash Balance Plan Ii | 2023 | $215,523 | not reported in the loaded dataset |
| Jackson Lewis P.C. | The Jackson Lewis P.C. Cash Balance Plan Ii | 2023 | $73,455 | not reported in the loaded dataset |
| Weintraub Tobin Chediak Coleman Grodin Law | Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan | 2023 | $61,383 | not reported in the loaded dataset |
| Technical Associates Of Georgia Inc | Technical Associates Of Georgia Employee Stock Ownership Plan | 2023 | $44,148 | not reported in the loaded dataset |
| Palo Alto Foundation Medical Group, Inc. | Palo Alto Foundation Medical Group, Inc. Retiree Health Plan | 2023 | $38,445 | not reported in the loaded dataset |
| Utility Trailer Manufacturing Company | The Employees' Profit-Sharing Plan Of Utility Trailer Manufacturing Company And Affiliated Companies | 2023 | $32,085 | not reported in the loaded dataset |
| Sessa Sheet Metal Contractors, Inc. | Sessa Sheet Metal Contractors, Inc. Employee Stock Ownership Plan | 2023 | $22,262 | not reported in the loaded dataset |
| Waibel Energy Systems, Inc. | Waibel Energy Systems Retirement Plan | 2023 | $18,237 | not reported in the loaded dataset |
| Hollandia Produce, LLC | Hollandia Produce, LLC 401(K) Profit Sharing Plan | 2023 | $17,231 | not reported in the loaded dataset |
| Brc Rubber Group, Inc. | Brc Rubber Group, Inc. 401(K) Plan | 2023 | $14,513 | not reported in the loaded dataset |
| De Corp. | De Corp. Employee Stock Ownership Plan | 2023 | $14,248 | not reported in the loaded dataset |
| Des Architects + Engineers | Des Architects + Engineers 401(K) Profit Sharing Plan | 2023 | $11,033 | not reported in the loaded dataset |
| Orthopaedics Northeast, Pc | Orthopaedics Northeast, Pc Profit Sharing Plan | 2023 | $10,123 | $167 |
| Harvard Bioscience, Inc. | Harvard Bioscience, Inc. 401(K) Plan | 2023 | $8,892 | not reported in the loaded dataset |
| Compri Consulting, Inc. | Compri Consulting, Inc. 401(K) Plan | 2023 | $8,825 | not reported in the loaded dataset |
| Justus Rental Properties, Inc. | Justus Companies 401(K) Plan | 2023 | $7,852 | $300 |
| Summit Physician Specialists, P.C. | Summit Physician Specialists Retirement Plan | 2023 | $8,074 | not reported in the loaded dataset |
| Cumberland International Trucks, Inc. | Cumberland International Trucks, Inc. 401k Plan | 2023 | $6,800 | not reported in the loaded dataset |
| Bonvenu Bancorp, Inc. | Bonvenu Bancorp, Inc. Employee Stock Ownership Plan | 2023 | $5,959 | not reported in the loaded dataset |
| Advanced Digestive Care, LLC | Advanced Digestive Care, LLC 401(K) Profit Sharing Plan | 2023 | $5,195 | not reported in the loaded dataset |
| Apple Homecare Medical Supply | Apple Homecare Medical Supply 401(K) Profit Sharing Plan And Trust | 2023 | $4,133 | not reported in the loaded dataset |
| Larson Financial Group, LLC | Larson Financial Group, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $4,120 | not reported in the loaded dataset |
| Five Nines Technology Group, Inc. | Five Nines Technology Group 401(K) Plan | 2023 | $3,697 | not reported in the loaded dataset |
| Drcc, Inc. | Duluth Regional Care Center 401(K) Profit Sharing | 2023 | $845 | not reported in the loaded dataset |
| Automox, Inc. | Automox, Inc. 401(K) Plan | 2023 | $592 | not reported in the loaded dataset |
| Iredale Cosmetics, Inc. | Iredale Cosmetics, Inc. 401(K) Plan | 2023 | $250 | not reported in the loaded dataset |
Related Form 5500 pages
- Pafmg Cash Balance Plan Ii (plan 007)
- Palo Alto Foundation Medical Group, Inc. — all reported plans
- The Jackson Lewis P.C. Cash Balance Plan Ii (plan 004)
- Jackson Lewis P.C. — all reported plans
- Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan (plan 001)
- Weintraub Tobin Chediak Coleman Grodin Law — all reported plans
- Technical Associates Of Georgia Employee Stock Ownership Plan (plan 002)
- Technical Associates Of Georgia Inc — all reported plans
- Palo Alto Foundation Medical Group, Inc. Retiree Health Plan (plan 504)
- The Employees' Profit-Sharing Plan Of Utility Trailer Manufacturing Company And Affiliated Companies (plan 001)
- Utility Trailer Manufacturing Company — all reported plans
- Sessa Sheet Metal Contractors, Inc. Employee Stock Ownership Plan (plan 002)
- Sessa Sheet Metal Contractors, Inc. — all reported plans
- Waibel Energy Systems Retirement Plan (plan 001)
- Waibel Energy Systems, Inc. — all reported plans
- Hollandia Produce, LLC 401(K) Profit Sharing Plan (plan 002)
- Hollandia Produce, LLC — all reported plans
- Brc Rubber Group, Inc. 401(K) Plan (plan 001)
- Brc Rubber Group, Inc. — all reported plans
- De Corp. Employee Stock Ownership Plan (plan 001)
- De Corp. — all reported plans
- Des Architects + Engineers 401(K) Profit Sharing Plan (plan 002)
- Des Architects + Engineers — all reported plans
- Orthopaedics Northeast, Pc Profit Sharing Plan (plan 002)
- Orthopaedics Northeast, Pc — all reported plans
- Harvard Bioscience, Inc. 401(K) Plan (plan 001)
- Harvard Bioscience, Inc. — all reported plans
- Compri Consulting, Inc. 401(K) Plan (plan 001)
- Compri Consulting, Inc. — all reported plans
- Justus Companies 401(K) Plan (plan 001)
- Justus Rental Properties, Inc. — all reported plans
- Summit Physician Specialists Retirement Plan (plan 001)
- Summit Physician Specialists, P.C. — all reported plans
- Cumberland International Trucks, Inc. 401k Plan (plan 001)
- Cumberland International Trucks, Inc. — all reported plans
- Bonvenu Bancorp, Inc. Employee Stock Ownership Plan (plan 001)
- Bonvenu Bancorp, Inc. — all reported plans
- Advanced Digestive Care, LLC 401(K) Profit Sharing Plan (plan 001)
- Advanced Digestive Care, LLC — all reported plans
- Apple Homecare Medical Supply 401(K) Profit Sharing Plan And Trust (plan 001)
- Apple Homecare Medical Supply — all reported plans
- Larson Financial Group, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Larson Financial Group, LLC — all reported plans
- Five Nines Technology Group 401(K) Plan (plan 001)
- Five Nines Technology Group, Inc. — all reported plans
- Duluth Regional Care Center 401(K) Profit Sharing (plan 001)
- Drcc, Inc. — all reported plans
- Automox, Inc. 401(K) Plan (plan 001)
- Automox, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources