Forest Health Services, LLC Retirement Savings Plan — Form 5500 plan (Forest Health Services, 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, Forest Health Services, LLC Retirement Savings Plan is a benefit plan reported by Forest Health Services, LLC under EIN 38-3636411 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $13,265,994 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forest Health Services, LLC
EIN
38-3636411
Plan number
001
Plan type
2
Location
Ypsilanti, MI
Latest filing year
2023
Participants
200
End-of-year plan assets
$13,265,994

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241011152717NAL0012704291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,265,994
Total liabilities (EOY)
$0
Net assets (EOY)
$13,265,994
Net assets (BOY)
$11,719,142

Income & contributions

Employer contributions
$98,972
Participant contributions
$610,553
Total contributions
$1,065,885
Total income / additions
$2,912,732

Expenses & distributions

Benefits paid
$1,320,885
Administrative expenses
$44,995
Total expenses
$1,365,880
Net increase / (decrease)
$1,546,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,995$02023
Principal Securities IncOTHER SERVICES$0$6622023

Related Form 5500 pages