2023 Form 5500 filing — Forrester Construction Company 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 20241014162228NAL0046794512001) for Forrester Construction Company 401(K) Plan, reported by Forrester Construction Company under EIN 52-1587647 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162228NAL0046794512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forrester Construction Company
- EIN
- 52-1587647
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,446,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,446,553
- Employer contributions
- $303,410
- Participant contributions
- $852,984
- Total income / additions
- $4,798,569
- Benefits paid
- $4,024,605
- Administrative expenses
- $67,492
- Total expenses
- $4,092,097
- Net increase / (decrease)
- $706,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RECORDKEEPER | $60,353 | $0 |
| Cornerstone Advisors | INVESTMENT ADVISOR | $28,000 | $0 |
| Paragon Alliance Group, LLC | THIRD PARTY ADMINISTRATO | $11,810 | $0 |
| Cherry Bekaert Llp | PLAN AUDITOR | $4,358 | not reported in the loaded dataset |