2023 Form 5500 filing — Forward Financing LLC 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 20240918145738NAL0004507921001) for Forward Financing LLC Retirement Plan, reported by Forward Financing LLC under EIN 46-1472077 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918145738NAL0004507921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forward Financing LLC
- EIN
- 46-1472077
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,813,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,813,356
- Employer contributions
- $1,381,104
- Participant contributions
- $2,072,000
- Total income / additions
- $5,806,301
- Benefits paid
- $1,182,224
- Administrative expenses
- $87,134
- Total expenses
- $1,269,358
- Net increase / (decrease)
- $4,536,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,188 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $39,396 | $21 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $6,550 | $4,561 |