Forrester Construction Company 401(K) Plan — Form 5500 plan (Forrester Construction Company)
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, Forrester Construction Company 401(K) Plan is a benefit plan reported by Forrester Construction Company under EIN 52-1587647 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $24,446,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forrester Construction Company
- EIN
- 52-1587647
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $24,446,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241014162228NAL0046794512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,446,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,446,553
- Net assets (BOY)
- $23,740,081
Income & contributions
- Employer contributions
- $303,410
- Participant contributions
- $852,984
- Total contributions
- $1,156,394
- Total income / additions
- $4,798,569
Expenses & distributions
- Benefits paid
- $4,024,605
- Administrative expenses
- $67,492
- Total expenses
- $4,092,097
- Net increase / (decrease)
- $706,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RECORDKEEPER | $60,353 | $0 | 2023 |
| Cornerstone Advisors | INVESTMENT ADVISOR | $28,000 | $0 | 2023 |
| Paragon Alliance Group, LLC | THIRD PARTY ADMINISTRATO | $11,810 | $0 | 2023 |
| Cherry Bekaert Llp | PLAN AUDITOR | $4,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forrester Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- John Hancock Retirement Plan Srvcs — Schedule C compensation
- Cornerstone Advisors — Schedule C compensation
- Paragon Alliance Group, LLC — Schedule C compensation
- Cherry Bekaert Llp — Schedule C compensation