2023 Form 5500 filing — Forefront Dermatology Cash Balance Pension 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 20241015171404NAL0015151347001) for Forefront Dermatology Cash Balance Pension Plan, reported by Forefront Dermatology, S.C. under EIN 39-1351587 and plan number 004. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171404NAL0015151347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forefront Dermatology, S.C.
- EIN
- 39-1351587
- Plan number
- 004
- Location
- Manitowoc, WI
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,533,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,533,231
- Employer contributions
- $1,565,470
- Total income / additions
- $3,345,301
- Benefits paid
- $1,555,917
- Administrative expenses
- $64,939
- Total expenses
- $1,620,856
- Net increase / (decrease)
- $1,724,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | TRUSTEE | $64,947 | $0 |