Forte Residential, Inc. Employee Stock Ownership Plan — Form 5500 plan (Forte Residential, 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, Forte Residential, Inc. Employee Stock Ownership Plan is a benefit plan reported by Forte Residential, Inc. under EIN 35-1858834 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $17,837,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forte Residential, Inc.
- EIN
- 35-1858834
- Plan number
- 001
- Plan type
- 2
- Location
- Warsaw, IN
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $17,837,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H | 20241212085255NAL0007737939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,837,174
- Total liabilities (EOY)
- $1,884,120
- Net assets (EOY)
- $15,953,054
- Net assets (BOY)
- $11,023,975
Income & contributions
- Employer contributions
- $1,139,807
- Total contributions
- $1,139,807
- Total income / additions
- $5,778,868
Expenses & distributions
- Benefits paid
- $808,355
- Administrative expenses
- $0
- Total expenses
- $849,789
- Net increase / (decrease)
- $4,929,079
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.