Forward Solutions 401(K) Plan — Form 5500 plan (I&I Sales Group LLC Dba Forward Solutions)
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 Solutions 401(K) Plan is a benefit plan reported by I&I Sales Group LLC Dba Forward Solutions under EIN 82-1854323 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $33,503,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I&I Sales Group LLC Dba Forward Solutions
- EIN
- 82-1854323
- Plan number
- 002
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $33,503,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241009101821NAL0019003969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,503,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,503,801
- Net assets (BOY)
- $21,647,740
Income & contributions
- Employer contributions
- $1,461,913
- Participant contributions
- $2,877,340
- Total contributions
- $7,718,054
- Total income / additions
- $11,972,463
Expenses & distributions
- Benefits paid
- $1,674,028
- Administrative expenses
- $36,233
- Total expenses
- $1,710,261
- Net increase / (decrease)
- $10,262,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,577 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,656 | not reported in the loaded dataset | 2023 |