Forefront Dermatology 401(K) Plan — Form 5500 plan (Forefront Management, 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, Forefront Dermatology 401(K) Plan is a benefit plan reported by Forefront Management, LLC under EIN 46-5418348 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,488 participants and $175,075,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forefront Management, LLC
- EIN
- 46-5418348
- Plan number
- 002
- Plan type
- 2
- Location
- Manitowoc, WI
- Latest filing year
- 2023
- Participants
- 3,488
- End-of-year plan assets
- $175,075,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,488 | H, C | 20241015132323NAL0056345330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,075,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,075,004
- Net assets (BOY)
- $131,236,295
Income & contributions
- Employer contributions
- $13,774,537
- Participant contributions
- $12,095,274
- Total contributions
- $31,277,830
- Total income / additions
- $55,100,680
Expenses & distributions
- Benefits paid
- $10,799,573
- Administrative expenses
- $462,064
- Total expenses
- $11,261,971
- Net increase / (decrease)
- $43,838,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $172,432 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $128,460 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $95,384 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $51,261 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forefront Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Manitowoc, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation