Forcura, LLC 401(K) Plan — Form 5500 plan (Forcura, LLC)

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, Forcura, LLC 401(K) Plan is a benefit plan reported by Forcura, LLC under EIN 27-2434520 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $5,677,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forcura, LLC
EIN
27-2434520
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
133
End-of-year plan assets
$5,677,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20240918141018NAL0006400912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,677,243
Total liabilities (EOY)
$0
Net assets (EOY)
$5,677,243
Net assets (BOY)
$3,748,367

Income & contributions

Employer contributions
$400,938
Participant contributions
$825,493
Total contributions
$1,302,599
Total income / additions
$2,119,496

Expenses & distributions

Benefits paid
$187,236
Administrative expenses
$3,384
Total expenses
$190,620
Net increase / (decrease)
$1,928,876

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arkadios WealthSERVICE PROVIDER$0$21,4972023
VoyaSERVICE PROVIDER$0$2,3892023

Related Form 5500 pages