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FORCUM & FORBES 401(K) PENSION PLAN 401k Plan overview

Plan NameFORCUM & FORBES 401(K) PENSION PLAN
Plan identification number 001

FORCUM & FORBES 401(K) PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

FORCUM & FORBES has sponsored the creation of one or more 401k plans.

Company Name:FORCUM & FORBES
Employer identification number (EIN):351440570
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORCUM & FORBES 401(K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012013-01-01LEISA KING2014-07-21 LEISA KING2014-07-21
0012012-01-01LEISA KING2013-07-10
0012011-01-01LEISA KING2012-07-18
0012010-01-01LEISA KING2011-07-12

Financial Data on FORCUM & FORBES 401(K) PENSION PLAN

Measure Date Value
2025 : FORCUM & FORBES 401(K) PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-14671488
Net assets as of the end of the plan year2025-02-140
Total assets as of the beginning of the plan year2025-02-14666186
Participant contributions to plan in this plan year2025-02-140
Other contributions to plan in this plan year2025-02-140
Other income to plan in this plan year2025-02-145302
Plan net income in this plan year2025-02-14-666186
Net assets as of the end of the plan year2025-02-140
Net assets as of the beginning of the plan year2025-02-14666186
Employer contributions to plan in this plan year2025-02-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-141385
2024 : FORCUM & FORBES 401(K) PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-18352504
Net assets as of the end of the plan year2024-07-18666186
Total assets as of the beginning of the plan year2024-07-18947222
Participant contributions to plan in this plan year2024-07-1846192
Other income to plan in this plan year2024-07-1821635
Plan net income in this plan year2024-07-18-281035
Net assets as of the end of the plan year2024-07-18666186
Net assets as of the beginning of the plan year2024-07-18947222
Employer contributions to plan in this plan year2024-07-183642
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-185182
2022 : FORCUM & FORBES 401(K) PENSION PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-300
Total liabilities as of the beginning of the plan year2022-06-300
Total expenses incurred by plan in this plan year2022-06-3018194
Net assets as of the end of the plan year2022-06-30891049
Total assets as of the beginning of the plan year2022-06-30826459
Participant contributions to plan in this plan year2022-06-3046992
Other income to plan in this plan year2022-06-3031564
Plan net income in this plan year2022-06-3064590
Net assets as of the end of the plan year2022-06-30891049
Net assets as of the beginning of the plan year2022-06-30826459
Employer contributions to plan in this plan year2022-06-304228
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-304849

Potentially related plans

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