Forward Space Retirement Plan — Form 5500 plan (Forward Space 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, Forward Space Retirement Plan is a benefit plan reported by Forward Space LLC under EIN 47-1202264 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $16,177,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forward Space LLC
- EIN
- 47-1202264
- Plan number
- 001
- Plan type
- 2
- Location
- Wood Dale, IL
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $16,177,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240730150510NAL0045858066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,177,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,177,254
- Net assets (BOY)
- $14,242,609
Income & contributions
- Employer contributions
- $41,379
- Participant contributions
- $845,573
- Total contributions
- $886,952
- Total income / additions
- $3,444,437
Expenses & distributions
- Benefits paid
- $1,472,136
- Administrative expenses
- $37,656
- Total expenses
- $1,509,792
- Net increase / (decrease)
- $1,934,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial | ADVISOR | $37,131 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $525 | $0 | 2023 |