?>
Logo

FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameFUNDATION GROUP, LLC 401(K) RETIREMENT PLAN
Plan identification number 002

FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FUNDATION GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:FUNDATION GROUP LLC
Employer identification number (EIN):383919405
NAIC Classification:522190
NAIC Description:Other Depository Credit Intermediation

Additional information about FUNDATION GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5429431

More information about FUNDATION GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DANA RAINFORD2024-10-09
0022022-02-15THOMAS FRIEDRICH2023-07-31

Plan Statistics for FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2025: FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-1484
Total number of particpants at end of year2025-08-1498
Number of Participants With Account Balances2025-08-1491
2024: FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0969
Total number of particpants at end of year2024-10-0971
Number of Participants With Account Balances2024-10-0965

Financial Data on FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2025 : FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-140
Total liabilities as of the end of the plan year2025-08-140
Total liabilities as of the beginning of the plan year2025-08-140
Total expenses incurred by plan in this plan year2025-08-14410694
Net assets as of the end of the plan year2025-08-142904276
Total assets as of the beginning of the plan year2025-08-141357974
Value of plan covered by a fidelity bond2025-08-14500000
Participant contributions to plan in this plan year2025-08-14593073
Value of participant loans at end of plan year2025-08-1423968
Other expenses paid from plan in this plan year2025-08-140
Other contributions to plan in this plan year2025-08-14904116
Other income to plan in this plan year2025-08-14230756
Plan net income in this plan year2025-08-141546302
Net assets as of the end of the plan year2025-08-142904276
Net assets as of the beginning of the plan year2025-08-141357974
Employer contributions to plan in this plan year2025-08-14229051
Fees paid to broker by Benefit Provider2025-08-14197
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-144831
2024 : FUNDATION GROUP, LLC 401(K) RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0964236
Net assets as of the end of the plan year2024-10-091357974
Total assets as of the beginning of the plan year2024-10-09526261
Value of plan covered by a fidelity bond2024-10-09500000
Participant contributions to plan in this plan year2024-10-09201003
Value of participant loans at end of plan year2024-10-0926043
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-09468567
Other income to plan in this plan year2024-10-09163466
Plan net income in this plan year2024-10-09831713
Net assets as of the end of the plan year2024-10-091357974
Net assets as of the beginning of the plan year2024-10-09526261
Value of contributions failed to transmitted timely2024-10-0923
Employer contributions to plan in this plan year2024-10-0962913
Fees paid to broker by Benefit Provider2024-10-0941
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-091456

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3