Plan5500

Forcht Group Of Kentucky Savings Plan — Form 5500 plan (Forcht Group, 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, Forcht Group Of Kentucky Savings Plan is a benefit plan reported by Forcht Group, Inc. under EIN 45-2579770 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,973 participants and $48,615,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forcht Group, Inc.
EIN
45-2579770
Plan number
333
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
1,973
End-of-year plan assets
$48,615,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,973H, C20240731132401NAL0034028128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,615,196
Total liabilities (EOY)
$0
Net assets (EOY)
$48,615,196
Net assets (BOY)
$41,265,790

Income & contributions

Employer contributions
$1,414,397
Participant contributions
$2,445,748
Total contributions
$3,893,288
Total income / additions
$10,647,149

Expenses & distributions

Benefits paid
$3,157,074
Administrative expenses
$140,669
Total expenses
$3,297,743
Net increase / (decrease)
$7,349,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$84,462$02023
Morgan StanleyINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Bkd LlpAUDITOR$15,488not reported in the loaded dataset2023

Related Form 5500 pages