2023 Form 5500 filing — Force Management Holdings LLC 401(K) Profit Sharing 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 20241009134854NAL0010692611001) for Force Management Holdings LLC 401(K) Profit Sharing Plan & Trust, reported by Force Management Holdings LLC under EIN 87-1209183 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009134854NAL0010692611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Force Management Holdings LLC
- EIN
- 87-1209183
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,327,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,327,683
- Employer contributions
- $506,848
- Participant contributions
- $1,155,466
- Total income / additions
- $3,089,356
- Benefits paid
- $1,036,985
- Administrative expenses
- $2,175
- Total expenses
- $1,047,912
- Net increase / (decrease)
- $2,041,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Maxus Plan Solutions | CONTRACT ADMINISTRATOR | $1,375 | $3,934 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $881 | $0 |