Retirement Plan Of Forbes Management Company Inc. — Form 5500 plan (Ffh-Sh 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, Retirement Plan Of Forbes Management Company Inc. is a benefit plan reported by Ffh-Sh Inc. under EIN 13-5080380 and plan number 001. The latest loaded filing year is 2023. The filing reports 488 participants and $26,416,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ffh-Sh Inc.
- EIN
- 13-5080380
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 488
- End-of-year plan assets
- $26,416,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 488 | H, C | 20241011145208NAL0022090177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,416,508
- Total liabilities (EOY)
- $83,012
- Net assets (EOY)
- $26,333,496
- Net assets (BOY)
- $25,854,905
Income & contributions
- Employer contributions
- $713,000
- Total contributions
- $713,000
- Total income / additions
- $3,620,330
Expenses & distributions
- Benefits paid
- $2,564,566
- Administrative expenses
- $577,173
- Total expenses
- $3,141,739
- Net increase / (decrease)
- $478,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Management Trust Co | CORPORATE TRUSTEE/ACTUARY | $178,865 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | AUDITOR | $33,284 | not reported in the loaded dataset | 2023 |