2023 Form 5500 filing — Forward Solutions 401(K) 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 20241009101821NAL0019003969001) for Forward Solutions 401(K) Plan, reported by I&I Sales Group LLC Dba Forward Solutions under EIN 82-1854323 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009101821NAL0019003969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I&I Sales Group LLC Dba Forward Solutions
- EIN
- 82-1854323
- Plan number
- 002
- Location
- Hershey, PA
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,503,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,503,801
- Employer contributions
- $1,461,913
- Participant contributions
- $2,877,340
- Total income / additions
- $11,972,463
- Benefits paid
- $1,674,028
- Administrative expenses
- $36,233
- Total expenses
- $1,710,261
- Net increase / (decrease)
- $10,262,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,577 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,656 | not reported in the loaded dataset |