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RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 401k Plan overview

Plan NameRETIREMENT PLAN OF FORBES MANAGEMENT CO INC
Plan identification number 001

RETIREMENT PLAN OF FORBES MANAGEMENT CO INC Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

FFH-SH INC. has sponsored the creation of one or more 401k plans.

Company Name:FFH-SH INC.
Employer identification number (EIN):135080380
NAIC Classification:519100

Additional information about FFH-SH INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1917-06-29
Company Identification Number: 13161
Legal Registered Office Address: 101 AVENUE OF THE AMERICAS
8 FL
NEW YORK
United States of America (USA)
10013

More information about FFH-SH INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF FORBES MANAGEMENT CO INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SEAN HEGARTY SEAN HEGARTY2018-09-19
0012016-01-01SEAN HEGARTY SEAN HEGARTY2017-10-13
0012015-01-01SEAN HEGARTY SEAN HEGARTY2016-09-30
0012014-01-01SEAN HEGARTY SEAN HEGARTY2015-10-08
0012013-01-01SEAN HEGARTY SEAN HEGARTY2014-10-15
0012012-01-01SEAN HEGARTY SEAN HEGARTY2013-10-14
0012011-01-01SEAN HEGARTY
0012010-01-01SEAN HEGARTY SEAN HEGARTY2011-10-14
0012009-01-01SEAN HEGARTY SEAN HEGARTY2010-10-15

Plan Statistics for RETIREMENT PLAN OF FORBES MANAGEMENT CO INC

401k plan membership statisitcs for RETIREMENT PLAN OF FORBES MANAGEMENT CO INC

Measure Date Value
2022: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2022 401k membership
Market value of plan assets2022-12-3135,793,161
Acturial value of plan assets2022-12-3133,917,329
Funding target for retired participants and beneficiaries receiving payment2022-12-3121,792,741
Number of terminated vested participants2022-12-31218
Fundng target for terminated vested participants2022-12-319,476,677
Active participant vested funding target2022-12-311,113,032
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-311,113,032
Total participant count2022-12-31492
Total funding target for all participants2022-12-3132,382,450
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31427,755
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of prefunding balance2022-12-31427,755
Present value of excess contributions2022-12-3149,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3152,529
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3152,529
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31525,369
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31390,000
Prefunding balance elected to use to offset funding requirement2022-12-31266,691
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01492
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-01251
Number of other retired or separated participants entitled to future benefits2022-01-01206
Total of all active and inactive participants2022-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-01488
2021: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2021 401k membership
Market value of plan assets2021-12-3134,377,276
Acturial value of plan assets2021-12-3131,172,849
Funding target for retired participants and beneficiaries receiving payment2021-12-3122,296,995
Number of terminated vested participants2021-12-31222
Fundng target for terminated vested participants2021-12-318,990,499
Active participant vested funding target2021-12-31999,565
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-31999,565
Total participant count2021-12-31498
Total funding target for all participants2021-12-3132,287,059
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Present value of excess contributions2021-12-31404,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31427,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31427,755
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31427,755
Total employer contributions2021-12-31606,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31593,390
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31390,000
Net shortfall amortization installment of oustanding balance2021-12-311,541,965
Total funding amount beforereflecting carryover/prefunding balances2021-12-31543,609
Additional cash requirement2021-12-31543,609
Contributions allocatedtoward minimum required contributions for current year2021-12-31593,390
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01498
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-01249
Number of other retired or separated participants entitled to future benefits2021-01-01216
Total of all active and inactive participants2021-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-01492
2020: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2020 401k membership
Market value of plan assets2020-12-3131,439,851
Acturial value of plan assets2020-12-3129,804,419
Funding target for retired participants and beneficiaries receiving payment2020-12-3120,652,916
Number of terminated vested participants2020-12-31240
Fundng target for terminated vested participants2020-12-319,259,562
Active participant vested funding target2020-12-312,225,304
Number of active participants2020-12-319
Total funding liabilities for active participants2020-12-312,225,304
Total participant count2020-12-31503
Total funding target for all participants2020-12-3132,137,782
Present value of excess contributions2020-12-31745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31786
Total employer contributions2020-12-311,113,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,053,875
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31430,000
Net shortfall amortization installment of oustanding balance2020-12-312,333,363
Total funding amount beforereflecting carryover/prefunding balances2020-12-31649,072
Additional cash requirement2020-12-31649,072
Contributions allocatedtoward minimum required contributions for current year2020-12-311,053,875
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01503
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-01250
Number of other retired or separated participants entitled to future benefits2020-01-01220
Total of all active and inactive participants2020-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-01498
2019: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2019 401k membership
Market value of plan assets2019-12-3126,390,268
Acturial value of plan assets2019-12-3127,813,026
Funding target for retired participants and beneficiaries receiving payment2019-12-3121,466,307
Number of terminated vested participants2019-12-31245
Fundng target for terminated vested participants2019-12-319,330,394
Active participant vested funding target2019-12-312,642,477
Number of active participants2019-12-3110
Total funding liabilities for active participants2019-12-312,642,477
Total participant count2019-12-31512
Total funding target for all participants2019-12-3133,439,178
Present value of excess contributions2019-12-312,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,805
Total employer contributions2019-12-311,937,490
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,823,660
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31500,000
Net shortfall amortization installment of oustanding balance2019-12-315,626,152
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,822,915
Additional cash requirement2019-12-311,822,915
Contributions allocatedtoward minimum required contributions for current year2019-12-311,823,660
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-01512
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-01233
Number of other retired or separated participants entitled to future benefits2019-01-01238
Total of all active and inactive participants2019-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-01503
2018: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2018 401k membership
Market value of plan assets2018-12-3130,071,155
Acturial value of plan assets2018-12-3128,179,418
Funding target for retired participants and beneficiaries receiving payment2018-12-3120,621,561
Number of terminated vested participants2018-12-31263
Fundng target for terminated vested participants2018-12-319,476,082
Active participant vested funding target2018-12-312,276,265
Number of active participants2018-12-3110
Total funding liabilities for active participants2018-12-312,284,930
Total participant count2018-12-31530
Total funding target for all participants2018-12-3132,382,573
Present value of excess contributions2018-12-312,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,194
Total employer contributions2018-12-311,037,900
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,005,123
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31530,000
Net shortfall amortization installment of oustanding balance2018-12-314,203,155
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,002,467
Additional cash requirement2018-12-311,002,467
Contributions allocatedtoward minimum required contributions for current year2018-12-311,005,123
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01530
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Number of retired or separated participants receiving benefits2018-01-01237
Number of other retired or separated participants entitled to future benefits2018-01-01243
Total of all active and inactive participants2018-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0122
Total participants2018-01-01512
2017: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2017 401k membership
Market value of plan assets2017-12-3134,892,427
Acturial value of plan assets2017-12-3135,878,093
Funding target for retired participants and beneficiaries receiving payment2017-12-3120,244,104
Number of terminated vested participants2017-12-31461
Fundng target for terminated vested participants2017-12-3115,459,367
Active participant vested funding target2017-12-312,109,220
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-312,109,220
Total participant count2017-12-31726
Total funding target for all participants2017-12-3137,812,691
Present value of excess contributions2017-12-312,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,147
Total employer contributions2017-12-311,262,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,215,872
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31750,000
Net shortfall amortization installment of oustanding balance2017-12-311,934,598
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,213,800
Additional cash requirement2017-12-311,213,800
Contributions allocatedtoward minimum required contributions for current year2017-12-311,215,872
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-01726
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-01236
Number of other retired or separated participants entitled to future benefits2017-01-01261
Total of all active and inactive participants2017-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0123
Total participants2017-01-01530
2016: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2016 401k membership
Market value of plan assets2016-12-3134,677,869
Acturial value of plan assets2016-12-3136,190,558
Funding target for retired participants and beneficiaries receiving payment2016-12-3119,788,390
Number of terminated vested participants2016-12-31551
Fundng target for terminated vested participants2016-12-3116,151,135
Active participant vested funding target2016-12-311,792,707
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-311,792,707
Total participant count2016-12-31804
Total funding target for all participants2016-12-3137,732,232
Balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Present value of excess contributions2016-12-311,282
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,363
Balance of carryovers at beginning of current year2016-12-310
Total employer contributions2016-12-311,293,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,216,809
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31450,000
Net shortfall amortization installment of oustanding balance2016-12-311,541,674
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,213,843
Additional cash requirement2016-12-311,213,843
Contributions allocatedtoward minimum required contributions for current year2016-12-311,216,809
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-01804
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-01233
Number of other retired or separated participants entitled to future benefits2016-01-01458
Total of all active and inactive participants2016-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0125
Total participants2016-01-01726
2015: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2015 401k membership
Total participants, beginning-of-year2015-01-01807
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-01224
Number of other retired or separated participants entitled to future benefits2015-01-01548
Total of all active and inactive participants2015-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0123
Total participants2015-01-01804
2014: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2014 401k membership
Total participants, beginning-of-year2014-01-01809
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-01209
Number of other retired or separated participants entitled to future benefits2014-01-01563
Total of all active and inactive participants2014-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0123
Total participants2014-01-01807
2013: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2013 401k membership
Total participants, beginning-of-year2013-01-01816
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-01201
Number of other retired or separated participants entitled to future benefits2013-01-01447
Total of all active and inactive participants2013-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-01809
2012: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2012 401k membership
Total participants, beginning-of-year2012-01-01818
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-01193
Number of other retired or separated participants entitled to future benefits2012-01-01457
Total of all active and inactive participants2012-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0119
Total participants2012-01-01816
2011: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2011 401k membership
Total participants, beginning-of-year2011-01-01837
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-01182
Number of other retired or separated participants entitled to future benefits2011-01-01445
Total of all active and inactive participants2011-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0118
Total participants2011-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2010 401k membership
Total participants, beginning-of-year2010-01-01849
Total number of active participants reported on line 7a of the Form 55002010-01-01192
Number of retired or separated participants receiving benefits2010-01-01173
Number of other retired or separated participants entitled to future benefits2010-01-01450
Total of all active and inactive participants2010-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0122
Total participants2010-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2009 401k membership
Total participants, beginning-of-year2009-01-01882
Total number of active participants reported on line 7a of the Form 55002009-01-01227
Number of retired or separated participants receiving benefits2009-01-01172
Number of other retired or separated participants entitled to future benefits2009-01-01434
Total of all active and inactive participants2009-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0116
Total participants2009-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0133

Financial Data on RETIREMENT PLAN OF FORBES MANAGEMENT CO INC

Measure Date Value
2022 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$93,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$115,235
Total income from all sources (including contributions)2022-12-31$-6,954,190
Total of all expenses incurred2022-12-31$2,868,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,357,403
Value of total assets at end of year2022-12-31$25,948,123
Value of total assets at beginning of year2022-12-31$35,793,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$511,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$30,316
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$34,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$93,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$115,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,823,021
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,854,905
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,677,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$481,112
Value of interest in common/collective trusts at end of year2022-12-31$25,914,073
Value of interest in common/collective trusts at beginning of year2022-12-31$35,793,161
Net investment gain or loss from common/collective trusts2022-12-31$-6,954,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,357,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31346055558
2021 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$115,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$104,010
Total income from all sources (including contributions)2021-12-31$4,283,261
Total of all expenses incurred2021-12-31$2,878,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,353,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$606,000
Value of total assets at end of year2021-12-31$35,793,161
Value of total assets at beginning of year2021-12-31$34,377,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$524,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$115,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$104,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,404,660
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,677,926
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,273,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$524,965
Value of interest in common/collective trusts at end of year2021-12-31$35,793,161
Value of interest in common/collective trusts at beginning of year2021-12-31$34,377,276
Net investment gain or loss from common/collective trusts2021-12-31$3,677,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$606,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,353,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31346055558
2020 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$104,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$63,031
Total income from all sources (including contributions)2020-12-31$5,718,446
Total of all expenses incurred2020-12-31$2,856,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,294,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,113,000
Value of total assets at end of year2020-12-31$34,377,276
Value of total assets at beginning of year2020-12-31$31,473,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$561,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$104,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$63,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,862,330
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,273,266
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,410,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$561,728
Value of interest in common/collective trusts at end of year2020-12-31$34,377,276
Value of interest in common/collective trusts at beginning of year2020-12-31$30,289,477
Net investment gain or loss from common/collective trusts2020-12-31$4,605,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,113,000
Employer contributions (assets) at beginning of year2020-12-31$1,184,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,294,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,041
Total income from all sources (including contributions)2019-12-31$7,910,401
Total income from all sources (including contributions)2019-12-31$7,910,401
Total of all expenses incurred2019-12-31$2,811,907
Total of all expenses incurred2019-12-31$2,811,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,260,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,260,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,937,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,937,490
Value of total assets at end of year2019-12-31$31,473,967
Value of total assets at end of year2019-12-31$31,473,967
Value of total assets at beginning of year2019-12-31$26,390,483
Value of total assets at beginning of year2019-12-31$26,390,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$551,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$551,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$78,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$78,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,098,494
Value of net income/loss2019-12-31$5,098,494
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,410,936
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,410,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,312,442
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,312,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$551,453
Investment advisory and management fees2019-12-31$551,453
Value of interest in common/collective trusts at end of year2019-12-31$30,289,477
Value of interest in common/collective trusts at end of year2019-12-31$30,289,477
Value of interest in common/collective trusts at beginning of year2019-12-31$26,185,483
Value of interest in common/collective trusts at beginning of year2019-12-31$26,185,483
Net investment gain or loss from common/collective trusts2019-12-31$5,972,911
Net investment gain or loss from common/collective trusts2019-12-31$5,972,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,937,490
Contributions received in cash from employer2019-12-31$1,937,490
Employer contributions (assets) at end of year2019-12-31$1,184,490
Employer contributions (assets) at end of year2019-12-31$1,184,490
Employer contributions (assets) at beginning of year2019-12-31$205,000
Employer contributions (assets) at beginning of year2019-12-31$205,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,260,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,260,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,893,977
Total unrealized appreciation/depreciation of assets2018-12-31$-2,893,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$78,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$201,297
Total income from all sources (including contributions)2018-12-31$-517,937
Total of all expenses incurred2018-12-31$3,039,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,408,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,037,900
Value of total assets at end of year2018-12-31$26,390,483
Value of total assets at beginning of year2018-12-31$30,071,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$631,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$78,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$201,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,557,800
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,312,442
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,870,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$631,718
Value of interest in common/collective trusts at end of year2018-12-31$26,185,483
Value of interest in common/collective trusts at beginning of year2018-12-31$29,721,539
Net investment gain or loss from common/collective trusts2018-12-31$1,338,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,037,900
Employer contributions (assets) at end of year2018-12-31$205,000
Employer contributions (assets) at beginning of year2018-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,408,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$405,828
Total unrealized appreciation/depreciation of assets2017-12-31$405,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$201,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$101,947
Total income from all sources (including contributions)2017-12-31$6,372,934
Total of all expenses incurred2017-12-31$11,311,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,339,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,262,000
Value of total assets at end of year2017-12-31$30,071,539
Value of total assets at beginning of year2017-12-31$34,910,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$972,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$201,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$101,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-4,938,775
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,870,242
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,809,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$972,616
Value of interest in common/collective trusts at end of year2017-12-31$29,721,539
Value of interest in common/collective trusts at beginning of year2017-12-31$34,193,964
Net investment gain or loss from common/collective trusts2017-12-31$4,705,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,262,000
Employer contributions (assets) at end of year2017-12-31$350,000
Employer contributions (assets) at beginning of year2017-12-31$717,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,339,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$926,278
Total unrealized appreciation/depreciation of assets2016-12-31$926,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$101,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$93,375
Total income from all sources (including contributions)2016-12-31$3,379,147
Total of all expenses incurred2016-12-31$3,154,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,380,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,293,000
Value of total assets at end of year2016-12-31$34,910,964
Value of total assets at beginning of year2016-12-31$34,677,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$774,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$19,080
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$101,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$93,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$224,523
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,809,017
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,584,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$755,303
Value of interest in common/collective trusts at end of year2016-12-31$34,193,964
Value of interest in common/collective trusts at beginning of year2016-12-31$34,677,869
Net investment gain or loss from common/collective trusts2016-12-31$1,159,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,293,000
Employer contributions (assets) at end of year2016-12-31$717,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,380,241
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-573,264
Total unrealized appreciation/depreciation of assets2015-12-31$-573,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$93,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$120,483
Total income from all sources (including contributions)2015-12-31$1,215,110
Total of all expenses incurred2015-12-31$2,864,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,204,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$789,000
Value of total assets at end of year2015-12-31$34,677,869
Value of total assets at beginning of year2015-12-31$36,354,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$660,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$18,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$93,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$120,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,649,663
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,584,494
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,234,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$641,380
Value of interest in common/collective trusts at end of year2015-12-31$34,677,869
Value of interest in common/collective trusts at beginning of year2015-12-31$35,974,640
Net investment gain or loss from common/collective trusts2015-12-31$999,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$789,000
Employer contributions (assets) at beginning of year2015-12-31$380,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,204,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,516,665
Total unrealized appreciation/depreciation of assets2014-12-31$2,516,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$120,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$99,415
Total income from all sources (including contributions)2014-12-31$3,829,665
Total of all expenses incurred2014-12-31$2,579,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,090,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,313,000
Value of total assets at end of year2014-12-31$36,354,640
Value of total assets at beginning of year2014-12-31$35,083,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$488,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$113,963
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$120,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$99,415
Administrative expenses (other) incurred2014-12-31$144,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,250,550
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,234,157
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,983,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$230,343
Value of interest in common/collective trusts at end of year2014-12-31$35,974,640
Value of interest in common/collective trusts at beginning of year2014-12-31$34,421,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,313,000
Employer contributions (assets) at end of year2014-12-31$380,000
Employer contributions (assets) at beginning of year2014-12-31$662,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,090,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,938,927
Total unrealized appreciation/depreciation of assets2013-12-31$4,938,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$99,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$95,215
Total income from all sources (including contributions)2013-12-31$6,260,927
Total of all expenses incurred2013-12-31$2,477,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,034,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,322,000
Value of total assets at end of year2013-12-31$35,083,022
Value of total assets at beginning of year2013-12-31$31,294,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$442,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$129,960
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$99,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$95,215
Administrative expenses (other) incurred2013-12-31$106,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,783,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,983,607
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,199,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$206,596
Value of interest in common/collective trusts at end of year2013-12-31$34,421,022
Value of interest in common/collective trusts at beginning of year2013-12-31$30,764,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,322,000
Employer contributions (assets) at end of year2013-12-31$662,000
Employer contributions (assets) at beginning of year2013-12-31$530,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,034,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,740,584
Total unrealized appreciation/depreciation of assets2012-12-31$3,740,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$95,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$85,920
Total income from all sources (including contributions)2012-12-31$4,654,584
Total of all expenses incurred2012-12-31$2,398,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,007,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$914,000
Value of total assets at end of year2012-12-31$31,294,957
Value of total assets at beginning of year2012-12-31$29,029,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$391,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$131,819
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$95,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$85,920
Administrative expenses (other) incurred2012-12-31$65,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,256,218
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,199,742
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,943,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$193,663
Value of interest in common/collective trusts at end of year2012-12-31$30,764,957
Value of interest in common/collective trusts at beginning of year2012-12-31$28,321,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$914,000
Employer contributions (assets) at end of year2012-12-31$530,000
Employer contributions (assets) at beginning of year2012-12-31$708,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,007,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$222,327
Total unrealized appreciation/depreciation of assets2011-12-31$222,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$85,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$144,000
Total income from all sources (including contributions)2011-12-31$1,804,878
Total of all expenses incurred2011-12-31$2,256,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,910,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,582,527
Value of total assets at end of year2011-12-31$29,029,444
Value of total assets at beginning of year2011-12-31$29,539,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$346,244
Total interest from all sources2011-12-31$24
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$85,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$144,000
Administrative expenses (other) incurred2011-12-31$346,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-451,547
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,943,524
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,395,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in common/collective trusts at end of year2011-12-31$28,321,444
Value of interest in common/collective trusts at beginning of year2011-12-31$28,802,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$24
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,582,527
Employer contributions (assets) at end of year2011-12-31$708,000
Employer contributions (assets) at beginning of year2011-12-31$736,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,910,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,646,625
Total unrealized appreciation/depreciation of assets2010-12-31$3,646,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$144,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$111,560
Total income from all sources (including contributions)2010-12-31$4,900,602
Total of all expenses incurred2010-12-31$2,223,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,827,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,253,792
Value of total assets at end of year2010-12-31$29,539,071
Value of total assets at beginning of year2010-12-31$26,829,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$396,039
Total interest from all sources2010-12-31$185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$144,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$111,560
Administrative expenses (other) incurred2010-12-31$396,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,677,233
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,395,071
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,717,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in common/collective trusts at end of year2010-12-31$28,802,623
Value of interest in common/collective trusts at beginning of year2010-12-31$26,546,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,253,792
Employer contributions (assets) at end of year2010-12-31$736,448
Employer contributions (assets) at beginning of year2010-12-31$282,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,827,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for RETIREMENT PLAN OF FORBES MANAGEMENT CO INC

2022: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF FORBES MANAGEMENT CO INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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