2023 Form 5500 filing — Forms & Supply, Inc. 401(K) 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 20240916094803NAL0003582514001) for Forms & Supply, Inc. 401(K) Plan, reported by Forms & Supply Inc. under EIN 56-0903427 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916094803NAL0003582514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forms & Supply Inc.
- EIN
- 56-0903427
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,704,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,704,180
- Employer contributions
- $47,509
- Participant contributions
- $735,420
- Total income / additions
- $2,011,200
- Benefits paid
- $565,042
- Administrative expenses
- $44,891
- Total expenses
- $609,933
- Net increase / (decrease)
- $1,401,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $19,443 | $0 |
| Dmjps Pllc | AUDITOR | $17,000 | not reported in the loaded dataset |
| Ascensus Holdings | CONTRACT ADMIN | $7,310 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $1,138 | not reported in the loaded dataset |