Plan5500

Forum Energy Technologies, Inc. 401(K) Plan — Form 5500 plan (Forum Energy Technologies, 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, Forum Energy Technologies, Inc. 401(K) Plan is a benefit plan reported by Forum Energy Technologies, Inc. under EIN 61-1488595 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,853 participants and $109,258,255 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$109.3MPlan net assets, end of year$109,258,255
Participants1.9KCovered participants reported1,853
Assets / participant$59KComputed: assets ÷ participants$58,963 (computed)
Provider compensation$180.1K3 Schedule C provider row(s)$180,125
Plan sponsor
Forum Energy Technologies, Inc.
EIN
61-1488595
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,853 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$109.3M total assets
Net assets$109.3MLiabilities$0
Money in vs. money out
Total income / additions$27.5M
Total expenses$9.6M
Benefits paid / distributions$9.4M
Contributions
Employer$3.5M
Participant$6.2M
Full reported line items

Net assets

Total assets (EOY)
$109,258,255
Total liabilities (EOY)
$0
Net assets (EOY)
$109,258,255
Net assets (BOY)
$91,418,351

Income & contributions

Employer contributions
$3,485,144
Participant contributions
$6,167,550
Total contributions
$11,123,606
Total income / additions
$27,470,567

Expenses & distributions

Benefits paid
$9,446,208
Administrative expenses
$184,419
Total expenses
$9,630,663
Net increase / (decrease)
$17,839,904
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$93.5K
    RECORDKEEPER · Direct $93.5K · Indirect $0
  2. 2
    Prime Capital Investment Advisors$65K
    ADVISOR · Direct $65K
  3. 3
    Weaver And Tidwell Llp$21.6K
    PLAN ADMINISTRATOR · Direct $21.6K

Related Form 5500 pages