Forestdale, Inc. Cash Or Deferred Plan & Trust — Form 5500 plan (Forestdale, Inc.)

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, Forestdale, Inc. Cash Or Deferred Plan & Trust is a benefit plan reported by Forestdale, Inc. under EIN 11-1631747 and plan number 005. The latest loaded filing year is 2023. The filing reports 392 participants and $13,048,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forestdale, Inc.
EIN
11-1631747
Plan number
005
Plan type
2
Location
Forest Hills, NY
Latest filing year
2023
Participants
392
End-of-year plan assets
$13,048,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20241015094432NAL0048710544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,048,716
Total liabilities (EOY)
$0
Net assets (EOY)
$13,048,716
Net assets (BOY)
$10,146,511

Income & contributions

Employer contributions
$1,206,568
Participant contributions
$673,955
Total contributions
$1,908,961
Total income / additions
$3,804,741

Expenses & distributions

Benefits paid
$829,757
Administrative expenses
$72,779
Total expenses
$902,536
Net increase / (decrease)
$2,902,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupRECORDKEEPER$43,336$02023
J.J. Burns & Company, LLCADVISORS$29,443$02023

Related Form 5500 pages