Forman Mills, 401(K) Retirement Plan — Form 5500 plan (Forman Mills)

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, Forman Mills, 401(K) Retirement Plan is a benefit plan reported by Forman Mills under EIN 23-2399150 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,474 participants and $6,934,844 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forman Mills
EIN
23-2399150
Plan number
001
Plan type
2
Location
Pennsauken, NJ
Latest filing year
2023
Participants
1,474
End-of-year plan assets
$6,934,844

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,474H, C20241002140311NAL0014479888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,934,844
Total liabilities (EOY)
$0
Net assets (EOY)
$6,934,844
Net assets (BOY)
$6,187,918

Income & contributions

Employer contributions
$413,352
Participant contributions
$739,735
Total contributions
$1,213,920
Total income / additions
$2,396,165

Expenses & distributions

Benefits paid
$1,609,882
Administrative expenses
$23,781
Total expenses
$1,649,239
Net increase / (decrease)
$746,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Advisory Group IncADVISOR$15,995not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,450$02023

Related Form 5500 pages