Construction Forms, Inc. Retirement Savings And Thrift Plan — Form 5500 plan (Construction Forms, 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, Construction Forms, Inc. Retirement Savings And Thrift Plan is a benefit plan reported by Construction Forms, Inc. under EIN 39-1104344 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $12,020,250 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Construction Forms, Inc.
EIN
39-1104344
Plan number
002
Plan type
2
Location
Port Washington, WI
Latest filing year
2023
Participants
204
End-of-year plan assets
$12,020,250

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241009145434NAL0033117312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,020,250
Total liabilities (EOY)
$0
Net assets (EOY)
$12,020,250
Net assets (BOY)
$10,287,162

Income & contributions

Employer contributions
$318,936
Participant contributions
$903,974
Total contributions
$1,247,374
Total income / additions
$2,923,251

Expenses & distributions

Benefits paid
$1,146,418
Administrative expenses
$43,745
Total expenses
$1,190,163
Net increase / (decrease)
$1,733,088

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$23,726not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,019$02023

Related Form 5500 pages