Forensic Analytical Retirement Plan — Form 5500 plan (Forensic Analytical Specialties, 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, Forensic Analytical Retirement Plan is a benefit plan reported by Forensic Analytical Specialties, Inc. under EIN 94-3018588 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $31,909,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forensic Analytical Specialties, Inc.
- EIN
- 94-3018588
- Plan number
- 002
- Plan type
- 3
- Location
- Hayward, CA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $31,909,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20240930175453NAL0006054017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,909,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,909,130
- Net assets (BOY)
- $31,180,936
Income & contributions
- Employer contributions
- $514,648
- Participant contributions
- $1,271,990
- Total contributions
- $1,786,638
- Total income / additions
- $7,116,442
Expenses & distributions
- Benefits paid
- $6,204,695
- Administrative expenses
- $183,553
- Total expenses
- $6,388,248
- Net increase / (decrease)
- $728,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | CONTRACT ADMINISTRATOR | $111,402 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $35,096 | not reported in the loaded dataset | 2023 |
| Carlson Quinn, Inc. | TPA | $0 | $24,755 | 2023 |
| Wright Ford Young & Co. | AUDITOR | $21,050 | not reported in the loaded dataset | 2023 |
| Forensic Analytical Consulting | PLAN SPONSOR | $19,750 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of Am | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Forensic Analytical Specialties, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hayward, CA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Carlson Quinn, Inc. — Schedule C compensation
- Wright Ford Young & Co. — Schedule C compensation
- Forensic Analytical Consulting — Schedule C compensation
- Empower Annuity Ins. Co. Of Am — Schedule C compensation