Forefront Dermatology Cash Balance Pension Plan — Form 5500 plan (Forefront Dermatology, S.C.)

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, Forefront Dermatology Cash Balance Pension Plan is a benefit plan reported by Forefront Dermatology, S.C. under EIN 39-1351587 and plan number 004. The latest loaded filing year is 2023. The filing reports 350 participants and $18,533,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forefront Dermatology, S.C.
EIN
39-1351587
Plan number
004
Plan type
2
Location
Manitowoc, WI
Latest filing year
2023
Participants
350
End-of-year plan assets
$18,533,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241015171404NAL0015151347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,533,231
Total liabilities (EOY)
$0
Net assets (EOY)
$18,533,231
Net assets (BOY)
$16,808,786

Income & contributions

Employer contributions
$1,565,470
Total contributions
$1,565,470
Total income / additions
$3,345,301

Expenses & distributions

Benefits paid
$1,555,917
Administrative expenses
$64,939
Total expenses
$1,620,856
Net increase / (decrease)
$1,724,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyTRUSTEE$64,947$02023

Related Form 5500 pages