Forward Financing LLC Retirement Plan — Form 5500 plan (Forward Financing 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, Forward Financing LLC Retirement Plan is a benefit plan reported by Forward Financing LLC under EIN 46-1472077 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $12,813,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forward Financing LLC
- EIN
- 46-1472077
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $12,813,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240918145738NAL0004507921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,813,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,813,356
- Net assets (BOY)
- $8,276,413
Income & contributions
- Employer contributions
- $1,381,104
- Participant contributions
- $2,072,000
- Total contributions
- $3,916,567
- Total income / additions
- $5,806,301
Expenses & distributions
- Benefits paid
- $1,182,224
- Administrative expenses
- $87,134
- Total expenses
- $1,269,358
- Net increase / (decrease)
- $4,536,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,188 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $39,396 | $21 | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $6,550 | $4,561 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forward Financing LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation