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, Forbes Retirement Plan is a benefit plan reported by G & G Outfitters, Inc. under EIN 52-1666149 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $20,826,925 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,826,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,826,925
- Net assets (BOY)
- $16,050,295
Income & contributions
- Employer contributions
- $405,834
- Participant contributions
- $767,242
- Total contributions
- $1,173,076
- Total income / additions
- $5,277,140
Expenses & distributions
- Benefits paid
- $494,208
- Administrative expenses
- $3,241
- Total expenses
- $500,510
- Net increase / (decrease)
- $4,776,630