Forum One Communications 401(K) Plan — Form 5500 plan (Forum One Communications)

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, Forum One Communications 401(K) Plan is a benefit plan reported by Forum One Communications under EIN 94-3261569 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $12,997,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forum One Communications
EIN
94-3261569
Plan number
001
Plan type
2
Location
Aurora, CO
Latest filing year
2023
Participants
220
End-of-year plan assets
$12,997,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241011163956NAL0037720480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,997,812
Total liabilities (EOY)
$21,768
Net assets (EOY)
$12,976,044
Net assets (BOY)
$10,375,493

Income & contributions

Employer contributions
$375,621
Participant contributions
$1,074,276
Total contributions
$1,480,999
Total income / additions
$3,557,721

Expenses & distributions

Benefits paid
$899,245
Administrative expenses
$46,211
Total expenses
$957,170
Net increase / (decrease)
$2,600,551

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmc Advisors, Inc.NONE$42,881not reported in the loaded dataset2023

Related Form 5500 pages