Form Services, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Form Services, 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, Form Services, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Form Services, Inc. under EIN 52-0797293 and plan number 001. The latest loaded filing year is 2023. The filing reports 85 participants and $26,243,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Form Services, Inc.
- EIN
- 52-0797293
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $26,243,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | I | 20240808075857NAL0004778369001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $26,243,424
- Total liabilities (EOY)
- $7,214,531
- Net assets (EOY)
- $19,028,893
- Net assets (BOY)
- $16,935,614
Income & contributions
- Employer contributions
- $966,444
- Total income / additions
- $3,321,712
Expenses & distributions
- Benefits paid
- $914,308
- Total expenses
- $1,228,433
- Net increase / (decrease)
- $2,093,279
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.