2023 Form 5500 filing — Fsi 401(K) Profit Sharing 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 20241011132725NAL0044452914001) for Fsi 401(K) Profit Sharing Plan, reported by Forward Slope, Inc. under EIN 33-0759000 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.6MReported net assets$12,571,303
Participants223
Provider compensation$54.7K3 Schedule C row(s)$54,680
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011132725NAL0044452914001
Plan sponsor
Forward Slope, Inc.
EIN
33-0759000
Plan number
001
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$621.2K
Participant$1.4M
Full reported line items
Total assets (EOY)
$12,571,303
Total liabilities (EOY)
$0
Net assets (EOY)
$12,571,303
Employer contributions
$621,249
Participant contributions
$1,439,891
Total income / additions
$4,044,661
Benefits paid
$1,135,134
Administrative expenses
$41,623
Total expenses
$1,176,757
Net increase / (decrease)
$2,867,904
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $31.4K · Indirect $13
  2. 2
    CONTRACT ADMINISTRATOR · Direct $19.4K · Indirect $0
  3. 3
    OTHER SERVICES · Direct $0 · Indirect $3.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011132725NAL0044452914001 cover?
It is the 2023 Form 5500 filing for Fsi 401(K) Profit Sharing Plan, reported by Forward Slope, Inc. (EIN 33-0759000).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages