2023 Form 5500 filing — Formlabs Retirement 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 20241015093907NAL0014329491001) for Formlabs Retirement Trust, reported by Formlabs, Inc. under EIN 45-3644301 and plan number 001. It reports 594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093907NAL0014329491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Formlabs, Inc.
- EIN
- 45-3644301
- Plan number
- 001
- Location
- Somerville, MA
- Participants
- 594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,374,769
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,374,769
- Participant contributions
- $3,191,846
- Total income / additions
- $6,279,717
- Benefits paid
- $736,432
- Administrative expenses
- $44,602
- Total expenses
- $781,034
- Net increase / (decrease)
- $5,498,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $26,242 | not reported in the loaded dataset |
| Twelve Points Wealth Mgt LLC | NONE | $18,360 | not reported in the loaded dataset |