2023 Form 5500 filing — Forensic Analytical 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 20240930175453NAL0006054017001) for Forensic Analytical Retirement Plan, reported by Forensic Analytical Specialties, Inc. under EIN 94-3018588 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930175453NAL0006054017001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Forensic Analytical Specialties, Inc.
- EIN
- 94-3018588
- Plan number
- 002
- Location
- Hayward, CA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,909,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,909,130
- Employer contributions
- $514,648
- Participant contributions
- $1,271,990
- Total income / additions
- $7,116,442
- Benefits paid
- $6,204,695
- Administrative expenses
- $183,553
- Total expenses
- $6,388,248
- Net increase / (decrease)
- $728,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | CONTRACT ADMINISTRATOR | $111,402 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $35,096 | not reported in the loaded dataset |
| Carlson Quinn, Inc. | TPA | $0 | $24,755 |
| Wright Ford Young & Co. | AUDITOR | $21,050 | not reported in the loaded dataset |
| Forensic Analytical Consulting | PLAN SPONSOR | $19,750 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of Am | RECORDKEEPER | $0 | $0 |