Fundation Group, Llc 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Fundation Group, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2020 filing.
Fundation Group, Llc 401(k) Plan Facts (plan year 2020)
Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Nov 3, 2021. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2020
- $1.84 million went into the plan in contributions, $427,258 of it from the employer (23%).
- $682,720 was paid out to participants.
- Investment and other income added $809,476.
- Administrative expenses were $34,012, about $205 per account.
How the Fundation Group, Llc 401(k) changed, 2016–2020
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 56 | $257,987 | $0 | $0 |
| 2017 | 62 | $1.36 million | $0 | $34,883 |
| 2018 | 103 | $2.24 million | $252,778 | $211,346 |
| 2019 | 128 | $4.27 million | $359,115 | $287,477 |
| 2020 | 216 | $6.21 million | $427,258 | $682,720 |
Fundation Group, Llc 401(k) Contact Information
Questions about the Fundation Group, Llc 401(k)
Is the Fundation Group, Llc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.
Does Fundation Group, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $427,258, 23% of all contributions.
Does the Fundation Group, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Fundation Group, Llc 401(k) plan?
216 participants at the start of plan year 2020, 203 of them active employees, and 24 former employees who still had money in the plan.
What is the average 401(k) balance at Fundation Group, Llc?
About $37,380 per account: $6.21 million in plan assets across 166 accounts with a balance at the end of plan year 2020.
Who manages the Fundation Group, Llc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.