Plain-English plan 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, Forrester Research, Inc. 401(K) Plan & Trust is a benefit plan reported by Forrester Research Inc under EIN 04-2797789 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,395 participants and $320,654,937 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $320,654,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $320,654,937
- Net assets (BOY)
- $269,447,426
Income & contributions
- Employer contributions
- $5,517,261
- Participant contributions
- $18,146,187
- Total contributions
- $25,367,996
- Total income / additions
- $78,703,426
Expenses & distributions
- Benefits paid
- $27,374,100
- Administrative expenses
- $119,328
- Total expenses
- $27,495,915
- Net increase / (decrease)
- $51,207,511