2023 Form 5500 filing — Retirement Plan Of Forbes Management Company Inc.
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 20241011145208NAL0022090177001) for Retirement Plan Of Forbes Management Company Inc., reported by Ffh-Sh Inc. under EIN 13-5080380 and plan number 001. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145208NAL0022090177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ffh-Sh Inc.
- EIN
- 13-5080380
- Plan number
- 001
- Location
- New York, NY
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,416,508
- Total liabilities (EOY)
- $83,012
- Net assets (EOY)
- $26,333,496
- Employer contributions
- $713,000
- Total income / additions
- $3,620,330
- Benefits paid
- $2,564,566
- Administrative expenses
- $577,173
- Total expenses
- $3,141,739
- Net increase / (decrease)
- $478,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Management Trust Co | CORPORATE TRUSTEE/ACTUARY | $178,865 | not reported in the loaded dataset |
| Grant Thornton Llp | AUDITOR | $33,284 | not reported in the loaded dataset |