Forrest Paint Co. Profit Sharing And Employee Savings Plan — Form 5500 plan (Forrest Paint Co.)
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, Forrest Paint Co. Profit Sharing And Employee Savings Plan is a benefit plan reported by Forrest Paint Co. under EIN 93-0612986 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $10,749,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forrest Paint Co.
- EIN
- 93-0612986
- Plan number
- 001
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $10,749,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241014174557NAL0047047232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,749,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,749,306
- Net assets (BOY)
- $9,040,569
Income & contributions
- Employer contributions
- $235,690
- Participant contributions
- $523,863
- Total contributions
- $759,553
- Total income / additions
- $2,333,454
Expenses & distributions
- Benefits paid
- $581,188
- Administrative expenses
- $43,529
- Total expenses
- $624,717
- Net increase / (decrease)
- $1,708,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,562 | $0 | 2023 |
| Roehl & Yi Invevstment Advisors | INVESTMENT ADVISOR | $14,309 | $3 | 2023 |
| Prime Pensions Northwest, LLC | OTHER SERVICES | $0 | $7,921 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forrest Paint Co.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Principal Life Insurance Company — Schedule C compensation
- Roehl & Yi Invevstment Advisors — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation