2023 Form 5500 filing — Forgerock 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 20250206092329NAL0005539427001) for Forgerock 401(K) Plan, reported by Forgerock Us, Inc. under EIN 27-2710676 and plan number 001. It reports 659 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)$41.3MReported net assets$41,269,139
Participants659
Provider compensation$501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250206092329NAL0005539427001
Plan sponsor
Forgerock Us, Inc.
EIN
27-2710676
Plan number
001
Location
San Francisco, CA
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)$41.3M total assets
Net assets$41.3MLiabilities$0
Money in vs. money out
Total income / additions$15.1M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$1.3M
Participant$7.4M
Full reported line items
Total assets (EOY)
$41,269,139
Total liabilities (EOY)
$0
Net assets (EOY)
$41,269,139
Employer contributions
$1,302,380
Participant contributions
$7,366,132
Total income / additions
$15,091,646
Benefits paid
$2,945,443
Administrative expenses
$365
Total expenses
$2,945,808
Net increase / (decrease)
$12,145,838
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $50 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250206092329NAL0005539427001 cover?
It is the 2023 Form 5500 filing for Forgerock 401(K) Plan, reported by Forgerock Us, Inc. (EIN 27-2710676).
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