Forvis Wealth Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Forvis Wealth Advisors is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $162,313 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $162,313
- Reported indirect compensation
- $0
- Total reported compensation
- $162,313
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Home Bancshares, Inc. | AR | 1 | $78,877 |
| Commercial Holdings, LLC | WV | 1 | $37,417 |
| Mechanical Engineering And Construction Corporation | MD | 1 | $34,390 |
| Lee Masonry Products, Inc. | KY | 1 | $11,629 |
| Health Care Management Systems, Inc. | MO | 1 | $0 |
State footprint
Plans reporting Forvis Wealth Advisors are sponsored in AR (1), KY (1), MD (1), MO (1), WV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Home Bancshares, Inc. | Home Bancshares, Inc. 401(K) And Employee Stock Ownership Plan | 2023 | $78,877 | not reported in the loaded dataset |
| Commercial Holdings, LLC | Commercial Holdings, LLC 401(K) Plan | 2023 | $37,417 | not reported in the loaded dataset |
| Mechanical Engineering And Construction Corporation | Mechanical Engineering And Construction 401(K) Plan | 2023 | $34,390 | not reported in the loaded dataset |
| Lee Masonry Products, Inc. | Lee Masonry Products, Inc. 401(K) Plan | 2023 | $11,629 | not reported in the loaded dataset |
| Health Care Management Systems, Inc. | Health Care Management Systems, Inc. 401(K) Plan | 2023 | not reported in the loaded dataset | $0 |
Related Form 5500 pages
- Home Bancshares, Inc. 401(K) And Employee Stock Ownership Plan (plan 002)
- Home Bancshares, Inc. — all reported plans
- Commercial Holdings, LLC 401(K) Plan (plan 001)
- Commercial Holdings, LLC — all reported plans
- Mechanical Engineering And Construction 401(K) Plan (plan 001)
- Mechanical Engineering And Construction Corporation — all reported plans
- Lee Masonry Products, Inc. 401(K) Plan (plan 001)
- Lee Masonry Products, Inc. — all reported plans
- Health Care Management Systems, Inc. 401(K) Plan (plan 001)
- Health Care Management Systems, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources