401(K) Plan For Makers Forward Operating Companies — Form 5500 plan (Makers Forward, 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, 401(K) Plan For Makers Forward Operating Companies is a benefit plan reported by Makers Forward, LLC under EIN 84-3406142 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $8,688,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Makers Forward, LLC
- EIN
- 84-3406142
- Plan number
- 001
- Plan type
- 2
- Location
- Claremont, NH
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $8,688,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240904171737NAL0020511873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,688,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,688,589
- Net assets (BOY)
- $6,341,314
Income & contributions
- Employer contributions
- $164,572
- Participant contributions
- $560,670
- Total contributions
- $2,106,918
- Total income / additions
- $3,072,726
Expenses & distributions
- Benefits paid
- $665,069
- Administrative expenses
- $45,870
- Total expenses
- $725,451
- Net increase / (decrease)
- $2,347,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,649 | $0 | 2023 |
| Osaic Wealth Inc | OTHER SERVICES | $0 | $13,160 | 2023 |
| Associated Pension Consultants, Inc | CONTRACT ADMINISTRATOR | $1,220 | $5,759 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Makers Forward, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Claremont, NH
- Principal Life Insurance Company — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Associated Pension Consultants, Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation