2023 Form 5500 filing — Forbo Siegling, LLC Retirement Plan And Trust
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 20250429144759NAL0000603969001) for Forbo Siegling, LLC Retirement Plan And Trust, reported by Forbo Siegling, LLC under EIN 80-0005748 and plan number 004. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429144759NAL0000603969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forbo Siegling, LLC
- EIN
- 80-0005748
- Plan number
- 004
- Location
- Huntersville, NC
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,840,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,840,136
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $2,023,222
- Benefits paid
- $1,584,197
- Administrative expenses
- $2,650
- Total expenses
- $1,609,957
- Net increase / (decrease)
- $413,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $26,347 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,150 | $0 |
| Creative Plan Design, Ltd | CONTRACT ADMIN | $3,600 | not reported in the loaded dataset |