2023 Form 5500 filing — Forward Service Corporation 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 20250203113756NAL0012203104001) for Forward Service Corporation 401(K) Plan, reported by Forward Service Corporation under EIN 39-1342890 and plan number 002. It reports 368 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)$18.9MReported net assets$18,917,177
Participants368
Provider compensation$88.4K2 Schedule C row(s)$88,383
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250203113756NAL0012203104001
Plan sponsor
Forward Service Corporation
EIN
39-1342890
Plan number
002
Location
Madison, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$749K
Participant$1.3M
Full reported line items
Total assets (EOY)
$18,917,177
Total liabilities (EOY)
$0
Net assets (EOY)
$18,917,177
Employer contributions
$749,039
Participant contributions
$1,331,100
Total income / additions
$4,794,915
Benefits paid
$3,531,280
Administrative expenses
$88,367
Total expenses
$3,619,647
Net increase / (decrease)
$1,175,268
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $46.7K · Indirect $17
  2. 2
    CONTRACT ADMINISTRATOR · Direct $41.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203113756NAL0012203104001 cover?
It is the 2023 Form 5500 filing for Forward Service Corporation 401(K) Plan, reported by Forward Service Corporation (EIN 39-1342890).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages