Forvis, Llp Employees' Savings Plan Ii — Form 5500 plan (Forvis, Llp)
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, Forvis, Llp Employees' Savings Plan Ii is a benefit plan reported by Forvis, Llp under EIN 44-0160260 and plan number 018. The latest loaded filing year is 2023. The filing reports 3,386 participants and $732,295,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forvis, Llp
- EIN
- 44-0160260
- Plan number
- 018
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 3,386
- End-of-year plan assets
- $732,295,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,386 | H, C | 20250313142306NAL0034967488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $732,295,942
- Net assets (EOY)
- $732,295,942
- Net assets (BOY)
- $240,268,141
Income & contributions
- Employer contributions
- $27,470,980
- Participant contributions
- $32,359,427
- Total contributions
- $66,228,784
- Total income / additions
- $165,768,381
Expenses & distributions
- Benefits paid
- $57,551,125
- Administrative expenses
- $21,088
- Total expenses
- $57,629,673
- Net increase / (decrease)
- $108,138,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Wealth Advisors, LLC | NONE | $39,362 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $17,900 | $0 | 2023 |
| Beacon Pointe Advisors LLC | NONE | $6,789 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $5,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forvis, Llp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Springfield, MO
- Forvis Wealth Advisors, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation