2023 Form 5500 filing — Forman Mills, 401(K) 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 20241002140311NAL0014479888001) for Forman Mills, 401(K) Retirement Plan, reported by Forman Mills under EIN 23-2399150 and plan number 001. It reports 1,474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002140311NAL0014479888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forman Mills
- EIN
- 23-2399150
- Plan number
- 001
- Location
- Pennsauken, NJ
- Participants
- 1,474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,934,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,934,844
- Employer contributions
- $413,352
- Participant contributions
- $739,735
- Total income / additions
- $2,396,165
- Benefits paid
- $1,609,882
- Administrative expenses
- $23,781
- Total expenses
- $1,649,239
- Net increase / (decrease)
- $746,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Advisory Group Inc | ADVISOR | $15,995 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,450 | $0 |