401k Plan data: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN plan

FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN
Plan identification number	001

FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

FOREST HILL CAPITAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: FOREST HILL CAPITAL, LLC

Employer identification number (EIN): 731597141

NAIC Classification: 523900

Additional information about FOREST HILL CAPITAL, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3290955

More information about FOREST HILL CAPITAL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 MARK LEE
001 2023-01-01
001 2023-01-01 MARK LEE
001 2022-01-01
001 2022-01-01 MARK LEE
001 2021-01-01
001 2021-01-01 MARK LEE
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK LEE
001 2016-01-01 MARK LEE
001 2015-01-01 MARK LEE
001 2014-01-01 MARK LEE
001 2013-01-01 MARK LEE
001 2012-01-01 MARK LEE
001 2011-01-01 MARK LEE
001 2010-01-01 MARK LEE
001 2009-01-01 MARK LEE

Financial Data on FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN

Measure	Date	Value
2023 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$290,540
Expenses. Total of all expenses incurred	2023-12-31	$249,298
Benefits paid (including direct rollovers)	2023-12-31	$249,298
Total plan assets at end of year	2023-12-31	$7,934,183
Total plan assets at beginning of year	2023-12-31	$7,892,941
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$290,540
Net income (gross income less expenses)	2023-12-31	$41,242
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$7,934,183
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$7,892,941
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$7,384,728
2022 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-396,243
Total plan assets at end of year	2022-12-31	$7,928,941
Total plan assets at beginning of year	2022-12-31	$8,325,184
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-396,243
Net income (gross income less expenses)	2022-12-31	$-396,243
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,928,941
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,325,184
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$7,417,171
2021 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,383,417
Expenses. Total of all expenses incurred	2021-12-31	$68,487
Benefits paid (including direct rollovers)	2021-12-31	$68,487
Total plan assets at end of year	2021-12-31	$8,325,184
Total plan assets at beginning of year	2021-12-31	$6,010,254
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$2,151,417
Net income (gross income less expenses)	2021-12-31	$2,314,930
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,325,184
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$6,010,254
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$7,981,089
Total contributions received or receivable from employer(s)	2021-12-31	$232,000
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-541,096
Expenses. Total of all expenses incurred	2020-12-31	$129,958
Benefits paid (including direct rollovers)	2020-12-31	$129,958
Total plan assets at end of year	2020-12-31	$6,010,254
Total plan assets at beginning of year	2020-12-31	$6,681,308
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$-541,096
Net income (gross income less expenses)	2020-12-31	$-671,054
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$6,010,254
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,681,308
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$5,862,299
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$978,524
Total plan assets at end of year	2019-12-31	$6,681,308
Total plan assets at beginning of year	2019-12-31	$5,702,784
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$935,124
Net income (gross income less expenses)	2019-12-31	$978,524
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,681,308
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,702,784
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$6,400,308
Total contributions received or receivable from employer(s)	2019-12-31	$43,400
2018 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-921,829
Expenses. Total of all expenses incurred	2018-12-31	$140,245
Benefits paid (including direct rollovers)	2018-12-31	$140,245
Total plan assets at end of year	2018-12-31	$5,702,784
Total plan assets at beginning of year	2018-12-31	$6,764,858
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-1,020,724
Net income (gross income less expenses)	2018-12-31	$-1,062,074
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,702,784
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,764,858
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$5,383,623
Total contributions received or receivable from employer(s)	2018-12-31	$98,895
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$861,452
Total plan assets at end of year	2017-12-31	$6,764,858
Total plan assets at beginning of year	2017-12-31	$5,903,406
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$768,119
Net income (gross income less expenses)	2017-12-31	$861,452
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,764,858
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,903,406
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$6,331,641
Total contributions received or receivable from employer(s)	2017-12-31	$93,333
2016 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,478,258
Total plan assets at end of year	2016-12-31	$5,903,406
Total plan assets at beginning of year	2016-12-31	$4,425,148
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$1,381,458
Net income (gross income less expenses)	2016-12-31	$1,478,258
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,903,406
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,425,148
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$5,630,856
Total contributions received or receivable from employer(s)	2016-12-31	$96,800
2015 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$364,155
Total plan assets at end of year	2015-12-31	$4,425,148
Total plan assets at beginning of year	2015-12-31	$4,060,993
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$273,555
Net income (gross income less expenses)	2015-12-31	$364,155
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,425,148
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,060,993
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$3,874,127
Total contributions received or receivable from employer(s)	2015-12-31	$90,600
2014 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$206,444
Total plan assets at end of year	2014-12-31	$4,060,993
Total plan assets at beginning of year	2014-12-31	$3,854,549
Value of fidelity bond covering the plan	2014-12-31	$400,000
Other income received	2014-12-31	$117,254
Net income (gross income less expenses)	2014-12-31	$206,444
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,060,993
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,854,549
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$3,488,613
Total contributions received or receivable from employer(s)	2014-12-31	$89,190
2013 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$501,120
Expenses. Total of all expenses incurred	2013-12-31	$16,687
Benefits paid (including direct rollovers)	2013-12-31	$16,687
Total plan assets at end of year	2013-12-31	$3,854,549
Total plan assets at beginning of year	2013-12-31	$3,370,116
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$409,861
Net income (gross income less expenses)	2013-12-31	$484,433
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,854,549
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,370,116
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$3,056,977
Total contributions received or receivable from employer(s)	2013-12-31	$91,259
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$226,449
Total plan assets at end of year	2012-12-31	$3,370,116
Total plan assets at beginning of year	2012-12-31	$3,143,667
Value of fidelity bond covering the plan	2012-12-31	$400,000
Other income received	2012-12-31	$202,849
Net income (gross income less expenses)	2012-12-31	$226,449
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,370,116
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,143,667
Total contributions received or receivable from employer(s)	2012-12-31	$23,600
2011 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$13,915
Expenses. Total of all expenses incurred	2011-12-31	$33,864
Benefits paid (including direct rollovers)	2011-12-31	$33,864
Total plan assets at end of year	2011-12-31	$3,143,667
Total plan assets at beginning of year	2011-12-31	$3,163,616
Value of fidelity bond covering the plan	2011-12-31	$400,000
Other income received	2011-12-31	$-9,285
Net income (gross income less expenses)	2011-12-31	$-19,949
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,143,667
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,163,616
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,174,609
Total contributions received or receivable from employer(s)	2011-12-31	$23,200
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$508,626
Expenses. Total of all expenses incurred	2010-12-31	$1,480
Benefits paid (including direct rollovers)	2010-12-31	$1,480
Total plan assets at end of year	2010-12-31	$3,163,616
Total plan assets at beginning of year	2010-12-31	$2,656,470
Value of fidelity bond covering the plan	2010-12-31	$400,000
Other income received	2010-12-31	$484,326
Net income (gross income less expenses)	2010-12-31	$507,146
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,163,616
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,656,470
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$2,585,597
Total contributions received or receivable from employer(s)	2010-12-31	$24,300
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN

2023: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FOREST HILL CAPITAL, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FOREST HILL CAPITAL, LLC
Employer identification number (EIN):	731597141
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3290955

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	MARK LEE
001	2023-01-01
001	2023-01-01	MARK LEE
001	2022-01-01
001	2022-01-01	MARK LEE
001	2021-01-01
001	2021-01-01	MARK LEE
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARK LEE
001	2016-01-01	MARK LEE
001	2015-01-01	MARK LEE
001	2014-01-01	MARK LEE
001	2013-01-01	MARK LEE
001	2012-01-01	MARK LEE
001	2011-01-01	MARK LEE
001	2010-01-01	MARK LEE
001	2009-01-01	MARK LEE