Plan5500

Forma Brands 401(K) Plan — Form 5500 plan (Forma Brands, 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, Forma Brands 401(K) Plan is a benefit plan reported by Forma Brands, LLC under EIN 92-2190793 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $3,480,381 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forma Brands, LLC
EIN
92-2190793
Plan number
001
Plan type
2
Location
Pacoima, CA
Latest filing year
2023
Participants
0
End-of-year plan assets
$3,480,381

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20241011161310NAL0011163523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,480,381
Total liabilities (EOY)
$0
Net assets (EOY)
$3,480,381
Net assets (BOY)
$0

Income & contributions

Employer contributions
$212,103
Participant contributions
$437,324
Total contributions
$3,386,715
Total income / additions
$3,503,421

Expenses & distributions

Benefits paid
$55,488
Administrative expenses
$3,783
Total expenses
$59,271
Net increase / (decrease)
$3,444,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISOR$3,750not reported in the loaded dataset2023
Sageview Advisory Group, LLCINVESTMENT MGMT$33not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages