2023 Form 5500 filing — Forvis, Llp Employees' Savings Plan I
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 20250313142036NAL0020803329001) for Forvis, Llp Employees' Savings Plan I, reported by Forvis, Llp under EIN 44-0160260 and plan number 017. It reports 5,814 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)$783.7MReported net assets$783,713,783
Participants5.8K5,814
Provider compensation$57.1K4 Schedule C row(s)$57,064
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250313142036NAL0020803329001
- Plan sponsor
- Forvis, Llp
- EIN
- 44-0160260
- Plan number
- 017
- Location
- Springfield, MO
- 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)$783.7M total assets
Net assets$783.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $783,713,783
- Net assets (EOY)
- $783,713,783
- Employer contributions
- $25,273,596
- Participant contributions
- $32,193,476
- Total income / additions
- $205,800,147
- Benefits paid
- $54,512,133
- Administrative expenses
- $41,016
- Total expenses
- $54,567,684
- Net increase / (decrease)
- $151,232,463
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Wealth Advisors, LLC | NONE | $35,533 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $15,921 | $0 |
| Schwab Retirement Plan Services,Inc | NONE | $5,250 | not reported in the loaded dataset |
| Fidelity Investments Insitutional | NONE | $360 | $0 |