Forbo Usa Retirement Plan — Form 5500 plan (Forbo Flooring, 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, Forbo Usa Retirement Plan is a benefit plan reported by Forbo Flooring, Inc. under EIN 22-2817062 and plan number 004. The latest loaded filing year is 2023. The filing reports 249 participants and $27,968,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forbo Flooring, Inc.
EIN
22-2817062
Plan number
004
Plan type
2
Location
Hazle Twp., PA
Latest filing year
2023
Participants
249
End-of-year plan assets
$27,968,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241015105721NAL0014441075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,968,998
Total liabilities (EOY)
$16,921
Net assets (EOY)
$27,952,077
Net assets (BOY)
$25,100,980

Income & contributions

Employer contributions
$975,357
Participant contributions
$1,324,278
Total contributions
$2,310,466
Total income / additions
$5,943,930

Expenses & distributions

Benefits paid
$3,061,594
Administrative expenses
$13,051
Total expenses
$3,092,833
Net increase / (decrease)
$2,851,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$43,883not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$30,834$02023

Related Form 5500 pages