Plan5500

Formlabs Retirement Trust — Form 5500 plan (Formlabs, 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, Formlabs Retirement Trust is a benefit plan reported by Formlabs, Inc. under EIN 45-3644301 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $14,374,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Formlabs, Inc.
EIN
45-3644301
Plan number
001
Plan type
2
Location
Somerville, MA
Latest filing year
2023
Participants
594
End-of-year plan assets
$14,374,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023594H, C20241015093907NAL0014329491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,374,769
Total liabilities (EOY)
$0
Net assets (EOY)
$14,374,769
Net assets (BOY)
$8,876,086

Income & contributions

Participant contributions
$3,191,846
Total contributions
$4,229,960
Total income / additions
$6,279,717

Expenses & distributions

Benefits paid
$736,432
Administrative expenses
$44,602
Total expenses
$781,034
Net increase / (decrease)
$5,498,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$26,242not reported in the loaded dataset2023
Twelve Points Wealth Mgt LLCNONE$18,360not reported in the loaded dataset2023

Related Form 5500 pages