Force Management Holdings LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Force Management Holdings LLC)
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, Force Management Holdings LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Force Management Holdings LLC under EIN 87-1209183 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $9,327,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Force Management Holdings LLC
- EIN
- 87-1209183
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $9,327,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241009134854NAL0010692611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,327,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,327,683
- Net assets (BOY)
- $7,286,239
Income & contributions
- Employer contributions
- $506,848
- Participant contributions
- $1,155,466
- Total contributions
- $1,685,838
- Total income / additions
- $3,089,356
Expenses & distributions
- Benefits paid
- $1,036,985
- Administrative expenses
- $2,175
- Total expenses
- $1,047,912
- Net increase / (decrease)
- $2,041,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maxus Plan Solutions | CONTRACT ADMINISTRATOR | $1,375 | $3,934 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $881 | $0 | 2023 |