2023 Form 5500 filing — Forest Lawn 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 20240923163527NAL0015784912001) for Forest Lawn 401(K) Plan, reported by Forest Lawn Memorial - Parks & Mortuaries under EIN 95-0743320 and plan number 334. It reports 1,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923163527NAL0015784912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forest Lawn Memorial - Parks & Mortuaries
- EIN
- 95-0743320
- Plan number
- 334
- Location
- Glendale, CA
- Participants
- 1,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,055,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,055,099
- Employer contributions
- $3,009,707
- Participant contributions
- $9,476,641
- Total income / additions
- $30,358,241
- Benefits paid
- $9,561,929
- Administrative expenses
- $219,927
- Total expenses
- $9,790,939
- Net increase / (decrease)
- $20,567,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $130,507 | $0 |
| Sageview Advisory Group LLC | NONE | $30,000 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $10,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $28 | $0 |