2023 Form 5500 filing — Forma Brands 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 20241011161310NAL0011163523001) for Forma Brands 401(K) Plan, reported by Forma Brands, LLC under EIN 92-2190793 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161310NAL0011163523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forma Brands, LLC
- EIN
- 92-2190793
- Plan number
- 001
- Location
- Pacoima, CA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,480,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,480,381
- Employer contributions
- $212,103
- Participant contributions
- $437,324
- Total income / additions
- $3,503,421
- Benefits paid
- $55,488
- Administrative expenses
- $3,783
- Total expenses
- $59,271
- Net increase / (decrease)
- $3,444,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $3,750 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $33 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |