Plan5500

Forbo Siegling, LLC Retirement Plan And Trust — 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 Retirement Plan And Trust is a benefit plan reported by Forbo Siegling, LLC under EIN 80-0005748 and plan number 004. The latest loaded filing year is 2023. The filing reports 507 participants and $13,840,136 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
004
Plan type
2
Location
Huntersville, NC
Latest filing year
2023
Participants
507
End-of-year plan assets
$13,840,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023507H, C20250429144759NAL0000603969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,840,136
Total liabilities (EOY)
$0
Net assets (EOY)
$13,840,136
Net assets (BOY)
$13,426,871

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$2,023,222

Expenses & distributions

Benefits paid
$1,584,197
Administrative expenses
$2,650
Total expenses
$1,609,957
Net increase / (decrease)
$413,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Massachusetts Mutual Life Ins CompBROKER/ADVISER$0$26,3472023
Empower Annuity Insurance Company ORECORDKEEPER$6,150$02023
Creative Plan Design, LtdCONTRACT ADMIN$3,600not reported in the loaded dataset2023

Related Form 5500 pages