Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Future Planning Associates, Inc
Future Planning Associates, Inc
- Service provider, as named on Schedule C
- EIN 030271340
- Plan year 2024
- Direct compensation reported $83,585
Assets of those plans
$183,019,963
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$83,585
91% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 5 |
| 15 | Recordkeeping and information management | 4 |
| 37 | Participant loan processing | 3 |
| 49 | Other services | 3 |
| 99 | Other fees | 3 |
| 50 | Direct payment from the plan | 2 |
| 64 | Recordkeeping fees | 2 |
| 38 | Participant communication | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Community Bancorp & Designated Subsidiaries Retirement Savings Plan | Community Bancorp /VT | $37,725,676 | 165 | $1,850 |
| Union Bank 401(k) Plan | Union Bank | $32,069,778 | 275 | $3,275 |
| Engelberth Construction, Inc. 401(k) Retirement Plan | Engelberth Construction | $31,837,674 | 146 | $0 |
| Foodscience, LLC 401(k) Profit Sharing Plan | Foodscience | $20,733,266 | 274 | $14,320 |
| Green Mountain Electric Supply, Inc. 401(k) Profit Sharing Planrecordkeeper | Green Mountain Electric Supply | $15,470,854 | 263 | $6,000 |
| Richford Health Center, Inc. 401(k) Planrecordkeeper | Richford Health Center | $12,628,781 | 297 | $14,828 |
| Lamoille Health Partners 401(k) Plan | Lamoille Health Partners | $10,410,497 | 247 | $2,775 |
| Bowl New England, Inc. 401(k) Profit Sharing Planrecordkeeper | Bowl New England | $8,915,524 | 152 | $20,818 |
| Omega Electric Construction Company, Inc. 401(k) Profit Sharing Plan | Omega Electric Construction | $6,943,672 | 118 | $7,619 |
| USA Brands, LLC 401(k) Planrecordkeeper | USA Brands | $6,284,241 | 183 | $5,550 |
| Franklin County Home Health Agency, Inc. 401(k) Planrecordkeeper | Franklin County Home Health Agency | $0 | 0 | $6,550 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.