Forest Health Services, LLC Retirement Savings Plan — Form 5500 plan (Forest Health Services, LLC)
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 Health Services, LLC Retirement Savings Plan is a benefit plan reported by Forest Health Services, LLC under EIN 38-3636411 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $13,265,994 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.3MPlan net assets, end of year$13,265,994
Participants200Covered participants reported
Assets / participant$66.3KComputed: assets ÷ participants$66,330 (computed)
Provider compensation$45.7K2 Schedule C provider row(s)$45,657
- Plan sponsor
- Forest Health Services, LLC
- EIN
- 38-3636411
- Plan number
- 001
- Plan type
- 2
- Location
- Ypsilanti, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241011152717NAL0012704291001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,265,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,265,994
- Net assets (BOY)
- $11,719,142
Income & contributions
- Employer contributions
- $98,972
- Participant contributions
- $610,553
- Total contributions
- $1,065,885
- Total income / additions
- $2,912,732
Expenses & distributions
- Benefits paid
- $1,320,885
- Administrative expenses
- $44,995
- Total expenses
- $1,365,880
- Net increase / (decrease)
- $1,546,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,995 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $662 | 2023 |