Plain-English plan 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, Forestdale, Inc. Cash Or Deferred Plan & Trust is a benefit plan reported by Forestdale, Inc. under EIN 11-1631747 and plan number 005. The latest loaded filing year is 2023. The filing reports 392 participants and $13,048,716 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,048,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,048,716
- Net assets (BOY)
- $10,146,511
Income & contributions
- Employer contributions
- $1,206,568
- Participant contributions
- $673,955
- Total contributions
- $1,908,961
- Total income / additions
- $3,804,741
Expenses & distributions
- Benefits paid
- $829,757
- Administrative expenses
- $72,779
- Total expenses
- $902,536
- Net increase / (decrease)
- $2,902,205