2023 Form 5500 filing — Forbo Usa Retirement 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 20241015105721NAL0014441075001) for Forbo Usa Retirement Plan, reported by Forbo Flooring, Inc. under EIN 22-2817062 and plan number 004. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105721NAL0014441075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forbo Flooring, Inc.
- EIN
- 22-2817062
- Plan number
- 004
- Location
- Hazle Twp., PA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,968,998
- Total liabilities (EOY)
- $16,921
- Net assets (EOY)
- $27,952,077
- Employer contributions
- $975,357
- Participant contributions
- $1,324,278
- Total income / additions
- $5,943,930
- Benefits paid
- $3,061,594
- Administrative expenses
- $13,051
- Total expenses
- $3,092,833
- Net increase / (decrease)
- $2,851,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $43,883 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$30,834 | $0 |