2023 Form 5500 filing — Forward Space Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730150510NAL0045858066001) for Forward Space Retirement Plan, reported by Forward Space LLC under EIN 47-1202264 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730150510NAL0045858066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forward Space LLC
- EIN
- 47-1202264
- Plan number
- 001
- Location
- Wood Dale, IL
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,177,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,177,254
- Employer contributions
- $41,379
- Participant contributions
- $845,573
- Total income / additions
- $3,444,437
- Benefits paid
- $1,472,136
- Administrative expenses
- $37,656
- Total expenses
- $1,509,792
- Net increase / (decrease)
- $1,934,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial | ADVISOR | $37,131 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $525 | $0 |