401(k)
2023 plan-year 401(k) DOL Form 5500

Forus 401(k)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Homestyle Direct LLC · Idaho · Food Services & Accommodation

What the 2023 filing shows

Forus 401(k) holds $210K for 72 participants — about $2,912 per participant.

$210K
total plan assets (2023 EOY)
72
covered participants
$2,912
avg assets per participant
$210K
reported net income
Total Assets (2023)
$210K
Participants
72
State
Industry
Food Services & Accommodation

What the Filing Says About Forus 401(k)

Forus 401(k) is a 401(k) retirement plan sponsored by Homestyle Direct LLC, headquartered in Idaho. As of the 2023 Form 5500 filing, the plan reports $210K in total end-of-year assets and covers 72 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 510462004, and the plan has been effective since 2014-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to $210K at year-end. Net assets (after liabilities) closed the year at $210K, with reported net income of $210K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$210K
Net Assets (End of Year)$210K
Net Income$210K
Plan Type401(k)
Employer EIN510462004
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homestyle Direct LLC)

Year Plans Participants Total Assets
2023 1 72 $210K
2024 1 93 $771K

Nearby 401(k) Plans in Idaho

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Forus 401(k)?
As of the 2023 Form 5500 filing, Forus 401(k) holds $210K in total assets with 72 participants. It is sponsored by Homestyle Direct LLC.
What type of plan is Forus 401(k)?
Forus 401(k) is a 401(k) plan. It has been effective since 2014-11-01. The plan is filed with the U.S. Department of Labor under EIN 510462004.
Who sponsors the Forus 401(k)?
Forus 401(k) is sponsored by Homestyle Direct LLC, located in Idaho. The sponsor's EIN is 510462004 and the plan operates in the Food Services & Accommodation industry.
How did Forus 401(k) perform in 2023?
Forus 401(k) held $210K in total assets at the end of 2023. Net income was $210K.
Where can I find official filings for Forus 401(k)?
Official Form 5500 filings for Forus 401(k) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 510462004 or plan name at efast.dol.gov.
How does Forus 401(k) compare to other plans?
You can compare Forus 401(k) against other 401(k) plans on the plan type page, or view plans in Idaho on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 510462004.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.