2023 Form 5500 filing — 401(K) Plan For Makers Forward Operating Companies
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 20240904171737NAL0020511873001) for 401(K) Plan For Makers Forward Operating Companies, reported by Makers Forward, LLC under EIN 84-3406142 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904171737NAL0020511873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Makers Forward, LLC
- EIN
- 84-3406142
- Plan number
- 001
- Location
- Claremont, NH
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,688,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,688,589
- Employer contributions
- $164,572
- Participant contributions
- $560,670
- Total income / additions
- $3,072,726
- Benefits paid
- $665,069
- Administrative expenses
- $45,870
- Total expenses
- $725,451
- Net increase / (decrease)
- $2,347,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,649 | $0 |
| Osaic Wealth Inc | OTHER SERVICES | $0 | $13,160 |
| Associated Pension Consultants, Inc | CONTRACT ADMINISTRATOR | $1,220 | $5,759 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |