Forms & Supply, Inc. 401(K) Plan — Form 5500 plan (Forms & Supply 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, Forms & Supply, Inc. 401(K) Plan is a benefit plan reported by Forms & Supply Inc. under EIN 56-0903427 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $11,704,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forms & Supply Inc.
- EIN
- 56-0903427
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $11,704,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20240916094803NAL0003582514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,704,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,704,180
- Net assets (BOY)
- $10,302,913
Income & contributions
- Employer contributions
- $47,509
- Participant contributions
- $735,420
- Total contributions
- $840,412
- Total income / additions
- $2,011,200
Expenses & distributions
- Benefits paid
- $565,042
- Administrative expenses
- $44,891
- Total expenses
- $609,933
- Net increase / (decrease)
- $1,401,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $19,443 | $0 | 2023 |
| Dmjps Pllc | AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings | CONTRACT ADMIN | $7,310 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $1,138 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forms & Supply Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Empower Annuity Ins Co Of America — Schedule C compensation
- Dmjps Pllc — Schedule C compensation
- Ascensus Holdings — Schedule C compensation
- Empower Advisory Group — Schedule C compensation