Forterra Nw 401(K) Plan — Form 5500 plan (Forterra Nw)
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, Forterra Nw 401(K) Plan is a benefit plan reported by Forterra Nw under EIN 94-3112461 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $4,472,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forterra Nw
- EIN
- 94-3112461
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $4,472,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241009161204NAL0033343376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,472,340
- Total liabilities (EOY)
- $385
- Net assets (EOY)
- $4,471,955
- Net assets (BOY)
- $4,136,800
Income & contributions
- Employer contributions
- $146,131
- Participant contributions
- $345,540
- Total contributions
- $561,224
- Total income / additions
- $1,324,844
Expenses & distributions
- Benefits paid
- $950,795
- Administrative expenses
- $38,894
- Total expenses
- $989,689
- Net increase / (decrease)
- $335,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clark Nuber Ps91-119 | NONE | $19,500 | $0 | 2023 |
| Randall & Hurley, Inc. | NONE | $16,122 | $0 | 2023 |
| Charles Schwab & Co, Inc | NONE | $3,272 | $0 | 2023 |