Forerunner Technologies Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Forerunner Technologies 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, Forerunner Technologies Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Forerunner Technologies Inc. under EIN 59-2937938 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $6,678,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forerunner Technologies Inc.
- EIN
- 59-2937938
- Plan number
- 001
- Plan type
- 2
- Location
- Edgewood, NY
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $6,678,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241014085030NAL0025759217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,678,779
- Net assets (EOY)
- $6,678,779
- Net assets (BOY)
- $5,431,349
Income & contributions
- Employer contributions
- $157,095
- Participant contributions
- $771,717
- Total contributions
- $1,026,294
- Total income / additions
- $1,852,096
Expenses & distributions
- Benefits paid
- $585,103
- Administrative expenses
- $19,563
- Total expenses
- $604,666
- Net increase / (decrease)
- $1,247,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $15,274 | $0 | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $4,989 | $0 | 2023 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $2,550 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forerunner Technologies Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Edgewood, NY
- Ubs Financial Services Inc — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation
- United Benefit Pensions Inc — Schedule C compensation