2023 Form 5500 filing — Forrester Research, Inc. 401(K) Plan & Trust
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 20241007092839NAL0014982209001) for Forrester Research, Inc. 401(K) Plan & Trust, reported by Forrester Research Inc under EIN 04-2797789 and plan number 001. It reports 2,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007092839NAL0014982209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forrester Research Inc
- EIN
- 04-2797789
- Plan number
- 001
- Location
- Cambridge, MA
- Participants
- 2,395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $320,654,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $320,654,937
- Employer contributions
- $5,517,261
- Participant contributions
- $18,146,187
- Total income / additions
- $78,703,426
- Benefits paid
- $27,374,100
- Administrative expenses
- $119,328
- Total expenses
- $27,495,915
- Net increase / (decrease)
- $51,207,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rocaton Investment Advisor | INVESTMENT ADVISOR | $72,406 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,515 | $0 |
| Wolf & Company, P.C. | ACCOUNTANT/AUDITOR | $20,500 | not reported in the loaded dataset |