2023 Form 5500 filing — Forvis, Llp Employees' Savings Plan Ii
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 20250313142306NAL0034967488001) for Forvis, Llp Employees' Savings Plan Ii, reported by Forvis, Llp under EIN 44-0160260 and plan number 018. It reports 3,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313142306NAL0034967488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Forvis, Llp
- EIN
- 44-0160260
- Plan number
- 018
- Location
- Springfield, MO
- Participants
- 3,386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $732,295,942
- Net assets (EOY)
- $732,295,942
- Employer contributions
- $27,470,980
- Participant contributions
- $32,359,427
- Total income / additions
- $165,768,381
- Benefits paid
- $57,551,125
- Administrative expenses
- $21,088
- Total expenses
- $57,629,673
- Net increase / (decrease)
- $108,138,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Wealth Advisors, LLC | NONE | $39,362 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $17,900 | $0 |
| Beacon Pointe Advisors LLC | NONE | $6,789 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $5,900 | not reported in the loaded dataset |