Plan5500

Forest River, Inc. 401(K) Plan — Form 5500 plan (Forest River, Inc.)

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, Forest River, Inc. 401(K) Plan is a benefit plan reported by Forest River, Inc. under EIN 20-3284366 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,863 participants and $111,710,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forest River, Inc.
EIN
20-3284366
Plan number
001
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
13,863
End-of-year plan assets
$111,710,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,863H, C20241015082111NAL0027819873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,710,734
Total liabilities (EOY)
$890,945
Net assets (EOY)
$110,819,789
Net assets (BOY)
$92,740,726

Income & contributions

Employer contributions
$0
Participant contributions
$9,069,562
Total contributions
$10,110,882
Total income / additions
$28,132,779

Expenses & distributions

Benefits paid
$8,760,422
Administrative expenses
$286,221
Total expenses
$10,053,716
Net increase / (decrease)
$18,079,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$213,817$02023
Strategic Advisors, Inc.ADVISOR$37,404not reported in the loaded dataset2023
Oxford Financial Group LtdADVISOR$35,000not reported in the loaded dataset2023

Related Form 5500 pages