2023 Form 5500 filing — Forcht Group Of Kentucky Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731132401NAL0034028128001) for Forcht Group Of Kentucky Savings Plan, reported by Forcht Group, Inc. under EIN 45-2579770 and plan number 333. It reports 1,973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731132401NAL0034028128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forcht Group, Inc.
- EIN
- 45-2579770
- Plan number
- 333
- Location
- Lexington, KY
- Participants
- 1,973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,615,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,615,196
- Employer contributions
- $1,414,397
- Participant contributions
- $2,445,748
- Total income / additions
- $10,647,149
- Benefits paid
- $3,157,074
- Administrative expenses
- $140,669
- Total expenses
- $3,297,743
- Net increase / (decrease)
- $7,349,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $84,462 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Bkd Llp | AUDITOR | $15,488 | not reported in the loaded dataset |