2023 Form 5500 filing — Forestdale, Inc. Cash Or Deferred 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 20241015094432NAL0048710544001) for Forestdale, Inc. Cash Or Deferred Plan & Trust, reported by Forestdale, Inc. under EIN 11-1631747 and plan number 005. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094432NAL0048710544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forestdale, Inc.
- EIN
- 11-1631747
- Plan number
- 005
- Location
- Forest Hills, NY
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,048,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,048,716
- Employer contributions
- $1,206,568
- Participant contributions
- $673,955
- Total income / additions
- $3,804,741
- Benefits paid
- $829,757
- Administrative expenses
- $72,779
- Total expenses
- $902,536
- Net increase / (decrease)
- $2,902,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | RECORDKEEPER | $43,336 | $0 |
| J.J. Burns & Company, LLC | ADVISORS | $29,443 | $0 |