2023 Form 5500 filing — Forefront Dermatology 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 20241015132323NAL0056345330001) for Forefront Dermatology 401(K) Plan, reported by Forefront Management, LLC under EIN 46-5418348 and plan number 002. It reports 3,488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132323NAL0056345330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forefront Management, LLC
- EIN
- 46-5418348
- Plan number
- 002
- Location
- Manitowoc, WI
- Participants
- 3,488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,075,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,075,004
- Employer contributions
- $13,774,537
- Participant contributions
- $12,095,274
- Total income / additions
- $55,100,680
- Benefits paid
- $10,799,573
- Administrative expenses
- $462,064
- Total expenses
- $11,261,971
- Net increase / (decrease)
- $43,838,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $172,432 | $0 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $128,460 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $95,384 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $51,261 | $0 |