2023 Form 5500 filing — Forge Resource Group 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 20240917132650NAL0001141715001) for Forge Resource Group 401(K) Plan, reported by Forge Resources Group under EIN 81-0923829 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.4MReported net assets$12,408,564
Participants268
Provider compensation$20.6K1 Schedule C row(s)$20,646
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917132650NAL0001141715001
- Plan sponsor
- Forge Resources Group
- EIN
- 81-0923829
- Plan number
- 001
- Location
- Dekalb, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,408,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,408,564
- Employer contributions
- $530,730
- Participant contributions
- $962,078
- Total income / additions
- $3,258,761
- Benefits paid
- $468,453
- Administrative expenses
- $20,646
- Total expenses
- $489,099
- Net increase / (decrease)
- $2,769,662
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $20,646 | $0 |