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FORESITE SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameFORESITE SERVICES, INC. 401(K) PLAN
Plan identification number 001

FORESITE SERVICES, INC. 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FORESITE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FORESITE SERVICES, INC.
Employer identification number (EIN):522362500
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about FORESITE SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-02-01
Company Identification Number: 0800051882
Legal Registered Office Address: 3109 BLUE LAKE DR STE 121

VESTAVIA
United States of America (USA)
35243

More information about FORESITE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORESITE SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTA M YOUNG2024-06-20
0012022-01-01KRISTA M YOUNG2023-06-21 KRISTA M YOUNG2023-06-21
0012021-01-01KRISTA M YOUNG2022-05-02 KRISTA M YOUNG2022-05-02
0012020-01-01KRISTA M YOUNG2021-06-16 KRISTA M YOUNG2021-06-16
0012019-01-01KRISTA M YOUNG2020-06-09 KRISTA M YOUNG2020-06-09
0012018-01-01KRISTA YOUNG2019-06-03
0012017-01-01KRISTA M YOUNG2018-06-14 KRISTA M YOUNG2018-06-14
0012016-01-01KRISTA M YOUNG2017-06-08 KRISTA M YOUNG2017-06-08
0012015-01-01KRISTA M YOUNG2016-06-13 KRISTA M YOUNG2016-06-13
0012014-01-01KRISTA M YOUNG2015-06-18 KRISTA M YOUNG2015-06-18
0012013-01-01KRISTA M YOUNG2014-06-19 KRISTA M YOUNG2014-06-19
0012012-01-01KRISTA YOUNG2013-06-19 KRISTA YOUNG2013-06-19
0012011-01-01KRISTA YOUNG2012-05-17 KRISTA YOUNG2012-05-17
0012010-01-01KRISTA YOUNG2011-08-01 KRISTA YOUNG2011-08-01
0012009-01-01KRISTA YOUNG

Financial Data on FORESITE SERVICES, INC. 401(K) PLAN

Measure Date Value
2025 : FORESITE SERVICES, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-30568360
Net assets as of the end of the plan year2025-04-303602536
Total assets as of the beginning of the plan year2025-04-303679871
Value of plan covered by a fidelity bond2025-04-30500000
Participant contributions to plan in this plan year2025-04-3077314
Other income to plan in this plan year2025-04-30389373
Plan net income in this plan year2025-04-30-77335
Net assets as of the end of the plan year2025-04-303602536
Net assets as of the beginning of the plan year2025-04-303679871
Employer contributions to plan in this plan year2025-04-3024338
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-3016690
2024 : FORESITE SERVICES, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2073217
Net assets as of the end of the plan year2024-06-203679871
Total assets as of the beginning of the plan year2024-06-203106502
Value of plan covered by a fidelity bond2024-06-20500000
Participant contributions to plan in this plan year2024-06-20101711
Value of participant loans at end of plan year2024-06-200
Other income to plan in this plan year2024-06-20514938
Plan net income in this plan year2024-06-20573369
Net assets as of the end of the plan year2024-06-203679871
Net assets as of the beginning of the plan year2024-06-203106502
Employer contributions to plan in this plan year2024-06-2029937
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2015603

Form 5500 Responses for FORESITE SERVICES, INC. 401(K) PLAN

2009: FORESITE SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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