Forte Group Inc. Retirement Plan — Form 5500 plan (Forte Group 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, Forte Group Inc. Retirement Plan is a benefit plan reported by Forte Group Inc. under EIN 83-0981124 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,839,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forte Group Inc.
- EIN
- 83-0981124
- Plan number
- 001
- Plan type
- 2
- Location
- Blaine, MN
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,839,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240822131046NAL0009053232001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,839,059
- Net assets (EOY)
- $1,839,059
- Net assets (BOY)
- $1,406,037
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $433,022
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $433,022
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.