Forbo Siegling, LLC 401(K) Savings Plan — Form 5500 plan (Forbo Siegling, 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, Forbo Siegling, LLC 401(K) Savings Plan is a benefit plan reported by Forbo Siegling, LLC under EIN 80-0005748 and plan number 003. The latest loaded filing year is 2023. The filing reports 461 participants and $27,233,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forbo Siegling, LLC
EIN
80-0005748
Plan number
003
Plan type
2
Location
Huntersville, NC
Latest filing year
2023
Participants
461
End-of-year plan assets
$27,233,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20260422110124NAL0003467889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,233,287
Total liabilities (EOY)
$0
Net assets (EOY)
$27,233,287
Net assets (BOY)
$24,937,833

Income & contributions

Employer contributions
$247,169
Participant contributions
$1,277,841
Total contributions
$1,634,274
Total income / additions
$5,473,429

Expenses & distributions

Benefits paid
$3,087,787
Administrative expenses
$89,980
Total expenses
$3,177,975
Net increase / (decrease)
$2,295,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$89,980$02023
Wilshire Advisors LLC0not reported in the loaded datasetnot reported in the loaded dataset2023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages