Form Services Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Form Services Inc. (EIN 52-0797293) is a plan sponsor located in Linthicum Heights, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-0797293
Location
Linthicum Heights, MD
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Form Services Inc.

  • 2 loaded plans hold $26.2M in reported assets.
  • The largest, Form Services, Inc. Employee Stock Ownership Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 199 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19MSummed across loaded plans$19,028,893
Total reported assets$26.2M$26,243,424
Total reported participants199
Total reported liabilities$7.2M$7,214,531

Reported net position

Reported assets = net assets + liabilities (summed)$26.2M total assets
Net assets$19MLiabilities$7.2M
Contributions & income
Employer contributions$966.4K
Participant contributionsNot reported
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$914.3K
Total expenses$1.2M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Form Services, Inc. Employee Stock Ownership Plan And Trust
Participants per plan100Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 85 participants · 2023
  2. 2
    Form Services, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #503 · 114 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Form Services Inc.. Open one for its full reported snapshot.

  1. 2023
    Form Services, Inc. Employee Stock Ownership Plan And Trust85 participants · 2Sch I
    View filing →
  2. 2023
    Form Services, Inc. Employee Benefit Plan114 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Form Services Inc. report on Form 5500?
Form Services Inc. (EIN 52-0797293) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Form Services Inc.?
The Employer Identification Number (EIN) reported for Form Services Inc. is 52-0797293.
What is the latest Form 5500 filing year for Form Services Inc.?
The latest loaded Form 5500 filing year for Form Services Inc. is 2023.

Related Form 5500 pages