Plan5500

Forward Air Corporation 401(K) Plan — Form 5500 plan (Forward Air Corporation)

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 Air Corporation 401(K) Plan is a benefit plan reported by Forward Air Corporation under EIN 62-1120025 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,231 participants and $126,078,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forward Air Corporation
EIN
62-1120025
Plan number
001
Plan type
2
Location
Greeneville, TN
Latest filing year
2023
Participants
5,231
End-of-year plan assets
$126,078,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,231H, C20241008150059NAL0016904385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,078,515
Total liabilities (EOY)
$0
Net assets (EOY)
$126,078,515
Net assets (BOY)
$105,136,548

Income & contributions

Employer contributions
$2,481,331
Participant contributions
$14,062,345
Total contributions
$18,443,704
Total income / additions
$36,300,094

Expenses & distributions

Benefits paid
$14,853,054
Administrative expenses
$336,702
Total expenses
$15,358,127
Net increase / (decrease)
$20,941,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$339,332$02023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$69,883not reported in the loaded dataset2023
Sageview Advisory Group, LLCINVESTMENT MGMT$1,379not reported in the loaded dataset2023

Related Form 5500 pages