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THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameTHE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN
Plan identification number 333

THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FORBES COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE FORBES COMPANY, LLC
Employer identification number (EIN):383441715
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01JANET OMELL JANET OMELL2019-07-02
3332017-01-01JANET OMELL JANET OMELL2018-07-13
3332016-01-01JANET OMELL JANET OMELL2017-07-24
3332015-01-01JANET OMELL JANET OMELL2016-07-29
3332014-01-01JANET OMELL JANET OMELL2015-07-28
3332013-01-01JANET OMELL JANET OMELL2014-07-22
3332012-01-01JANET OMELL JANET OMELL2013-07-23
3332011-01-01JANET OMELL
3332010-01-01GEORGE YORK GEORGE YORK2011-07-01
3332009-01-01GEORGE YORK

Plan Statistics for THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN

401k plan membership statisitcs for THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN

Measure Date Value
2022: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01358
Total number of active participants reported on line 7a of the Form 55002022-01-01224
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0190
Total of all active and inactive participants2022-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01316
Number of participants with account balances2022-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01374
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01342
Number of participants with account balances2021-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01377
Total number of active participants reported on line 7a of the Form 55002020-01-01303
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01361
Number of participants with account balances2020-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01376
Total number of active participants reported on line 7a of the Form 55002019-01-01312
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01365
Number of participants with account balances2019-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01379
Total number of active participants reported on line 7a of the Form 55002018-01-01312
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01361
Number of participants with account balances2018-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01377
Total number of active participants reported on line 7a of the Form 55002017-01-01309
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01363
Number of participants with account balances2017-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01370
Total number of active participants reported on line 7a of the Form 55002016-01-01316
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01362
Number of participants with account balances2016-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01384
Total number of active participants reported on line 7a of the Form 55002015-01-01315
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01354
Number of participants with account balances2015-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01353
Total number of active participants reported on line 7a of the Form 55002014-01-01324
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01361
Number of participants with account balances2014-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01342
Total number of active participants reported on line 7a of the Form 55002013-01-01297
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01333
Number of participants with account balances2013-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01338
Total number of active participants reported on line 7a of the Form 55002012-01-01296
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01331
Number of participants with account balances2012-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01326
Total number of active participants reported on line 7a of the Form 55002011-01-01283
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01319
Number of participants with account balances2011-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01332
Total number of active participants reported on line 7a of the Form 55002010-01-01279
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01317
Number of participants with account balances2010-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01329
Total number of active participants reported on line 7a of the Form 55002009-01-01294
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01323
Number of participants with account balances2009-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN

Measure Date Value
2022 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,919,313
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,926,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,851,519
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$25,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,658,990
Value of total assets at end of year2022-12-31$18,979,314
Value of total assets at beginning of year2022-12-31$25,825,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,204
Total interest from all sources2022-12-31$57,388
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$71,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$71,378
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Contributions received from participants2022-12-31$841,784
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,868
Other income not declared elsewhere2022-12-31$43,842
Administrative expenses (other) incurred2022-12-31$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,846,208
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,979,314
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,825,522
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$44,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,716,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,060,031
Value of interest in pooled separate accounts at end of year2022-12-31$9,458,642
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,607,367
Interest earned on other investments2022-12-31$57,388
Value of interest in common/collective trusts at end of year2022-12-31$1,423,763
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,567,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,237,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-594,190
Net investment gain/loss from pooled separate accounts2022-12-31$-2,918,283
Net investment gain or loss from common/collective trusts2022-12-31$-238,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$813,338
Employer contributions (assets) at end of year2022-12-31$813,338
Employer contributions (assets) at beginning of year2022-12-31$920,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,851,519
Contract administrator fees2022-12-31$4,915
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 name2022-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2022-12-31133891517
2021 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,613,589
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,465,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,394,781
Value of total corrective distributions2021-12-31$15,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,775,866
Value of total assets at end of year2021-12-31$25,825,522
Value of total assets at beginning of year2021-12-31$25,677,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,809
Total interest from all sources2021-12-31$54,218
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$76,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$76,584
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$855,147
Other income not declared elsewhere2021-12-31$50,074
Administrative expenses (other) incurred2021-12-31$55,809
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$147,771
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,825,522
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,677,751
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,060,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,312,177
Value of interest in pooled separate accounts at end of year2021-12-31$12,607,367
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,235,803
Interest earned on other investments2021-12-31$54,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,237,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,171,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$510,926
Net investment gain/loss from pooled separate accounts2021-12-31$2,145,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$920,719
Employer contributions (assets) at end of year2021-12-31$920,719
Employer contributions (assets) at beginning of year2021-12-31$958,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,394,781
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 name2021-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2021-12-31133891517
2020 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,234,028
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,861,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,806,565
Value of total corrective distributions2020-12-31$6,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,905,000
Value of total assets at end of year2020-12-31$25,677,751
Value of total assets at beginning of year2020-12-31$23,305,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,289
Total interest from all sources2020-12-31$66,055
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$147,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$147,209
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$869,075
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$26,066
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$77,400
Other income not declared elsewhere2020-12-31$44,539
Administrative expenses (other) incurred2020-12-31$49,289
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$2,372,046
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,677,751
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,305,705
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,312,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,520,929
Value of interest in pooled separate accounts at end of year2020-12-31$13,235,803
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,408,398
Interest earned on other investments2020-12-31$66,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,171,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,375,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$204,427
Net investment gain/loss from pooled separate accounts2020-12-31$2,866,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$958,525
Employer contributions (assets) at end of year2020-12-31$958,525
Employer contributions (assets) at beginning of year2020-12-31$974,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,806,565
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 name2020-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2020-12-31133891517
2019 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,561,771
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,666,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,616,042
Value of total corrective distributions2019-12-31$12,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,852,324
Value of total assets at end of year2019-12-31$23,305,705
Value of total assets at beginning of year2019-12-31$20,410,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,859
Total interest from all sources2019-12-31$68,547
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$59,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$59,406
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$838,529
Participant contributions at end of year2019-12-31$26,066
Participant contributions at beginning of year2019-12-31$20,756
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,927
Other income not declared elsewhere2019-12-31$33,783
Administrative expenses (other) incurred2019-12-31$37,859
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$2,895,580
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,305,705
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,410,125
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,520,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,937,058
Value of interest in pooled separate accounts at end of year2019-12-31$11,408,398
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,478,282
Interest earned on other investments2019-12-31$68,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,375,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,036,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$504,455
Net investment gain/loss from pooled separate accounts2019-12-31$3,043,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$976,868
Employer contributions (assets) at end of year2019-12-31$974,929
Employer contributions (assets) at beginning of year2019-12-31$937,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,616,042
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2019-12-31133891517
2018 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$879,487
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,104,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,090,641
Value of total corrective distributions2018-12-31$8,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,710,957
Value of total assets at end of year2018-12-31$20,410,125
Value of total assets at beginning of year2018-12-31$20,634,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,875
Total interest from all sources2018-12-31$47,229
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$66,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$66,303
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$763,910
Participant contributions at end of year2018-12-31$20,756
Participant contributions at beginning of year2018-12-31$16,484
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,884
Administrative expenses (other) incurred2018-12-31$4,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-224,739
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,410,125
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,634,864
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,937,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,068,180
Value of interest in pooled separate accounts at end of year2018-12-31$11,478,282
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,025,234
Interest earned on other investments2018-12-31$47,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,036,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,649,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-204,165
Net investment gain/loss from pooled separate accounts2018-12-31$-740,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$937,163
Employer contributions (assets) at end of year2018-12-31$937,163
Employer contributions (assets) at beginning of year2018-12-31$875,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,090,641
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 name2018-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2018-12-31133891517
2017 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,176,394
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,106,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,089,811
Value of total corrective distributions2017-12-31$11,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,647,933
Value of total assets at end of year2017-12-31$20,634,864
Value of total assets at beginning of year2017-12-31$17,564,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,921
Total interest from all sources2017-12-31$36,690
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$49,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$49,187
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$708,988
Participant contributions at end of year2017-12-31$16,484
Participant contributions at beginning of year2017-12-31$16,666
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$63,925
Administrative expenses (other) incurred2017-12-31$4,921
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$3,070,114
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,634,864
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,564,750
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,068,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,265,389
Value of interest in pooled separate accounts at end of year2017-12-31$12,025,234
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,496,594
Interest earned on other investments2017-12-31$36,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,649,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,897,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$297,017
Net investment gain/loss from pooled separate accounts2017-12-31$2,145,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$875,020
Employer contributions (assets) at end of year2017-12-31$875,020
Employer contributions (assets) at beginning of year2017-12-31$888,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,089,811
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 name2017-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2017-12-31133891517
2016 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,488,175
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$926,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$910,514
Value of total corrective distributions2016-12-31$12,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,605,708
Value of total assets at end of year2016-12-31$17,564,750
Value of total assets at beginning of year2016-12-31$16,003,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,478
Total interest from all sources2016-12-31$38,252
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$38,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$38,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$717,091
Participant contributions at end of year2016-12-31$16,666
Participant contributions at beginning of year2016-12-31$14,697
Administrative expenses (other) incurred2016-12-31$3,478
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$1,561,642
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,564,750
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,003,108
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,265,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,338,054
Value of interest in pooled separate accounts at end of year2016-12-31$9,496,594
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,692,647
Interest earned on other investments2016-12-31$38,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,897,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,076,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$183,632
Net investment gain/loss from pooled separate accounts2016-12-31$621,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$888,617
Employer contributions (assets) at end of year2016-12-31$888,617
Employer contributions (assets) at beginning of year2016-12-31$881,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$910,514
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 name2016-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,785,750
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$726,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$721,622
Value of total corrective distributions2015-12-31$1,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,620,360
Value of total assets at end of year2015-12-31$16,003,108
Value of total assets at beginning of year2015-12-31$14,943,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,024
Total interest from all sources2015-12-31$35,372
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$44,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$44,321
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$661,254
Participant contributions at end of year2015-12-31$14,697
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$78,566
Administrative expenses (other) incurred2015-12-31$3,024
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$1,059,148
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,003,108
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,943,960
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,338,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,034,396
Value of interest in pooled separate accounts at end of year2015-12-31$8,692,647
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,590,263
Interest earned on other investments2015-12-31$35,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,076,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,475,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,351
Net investment gain/loss from pooled separate accounts2015-12-31$155,048
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$880,540
Employer contributions (assets) at end of year2015-12-31$881,031
Employer contributions (assets) at beginning of year2015-12-31$843,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$721,622
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,249,164
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,123,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,099,006
Value of total corrective distributions2014-12-31$20,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,428,904
Value of total assets at end of year2014-12-31$14,943,960
Value of total assets at beginning of year2014-12-31$13,818,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,355
Total interest from all sources2014-12-31$33,491
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,149
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$580,212
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,396
Administrative expenses (other) incurred2014-12-31$4,355
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$1,125,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,943,960
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,818,768
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,034,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,083,190
Value of interest in pooled separate accounts at end of year2014-12-31$8,590,263
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,940,276
Interest earned on other investments2014-12-31$33,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,475,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,038,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$104,195
Net investment gain/loss from pooled separate accounts2014-12-31$669,425
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$844,296
Employer contributions (assets) at end of year2014-12-31$843,951
Employer contributions (assets) at beginning of year2014-12-31$756,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,099,006
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 name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,371,973
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,226,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,213,362
Value of total corrective distributions2013-12-31$9,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,293,977
Value of total assets at end of year2013-12-31$13,818,768
Value of total assets at beginning of year2013-12-31$11,673,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,335
Total interest from all sources2013-12-31$38,822
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,211
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$518,469
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,035
Administrative expenses (other) incurred2013-12-31$4,335
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$2,145,128
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,818,768
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,673,640
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,083,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$803,043
Value of interest in pooled separate accounts at end of year2013-12-31$8,940,276
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,000,771
Interest earned on other investments2013-12-31$38,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,038,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,127,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$270,859
Net investment gain/loss from pooled separate accounts2013-12-31$1,760,104
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$756,473
Employer contributions (assets) at end of year2013-12-31$756,818
Employer contributions (assets) at beginning of year2013-12-31$742,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,213,362
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 name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,254,783
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$886,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$867,988
Value of total corrective distributions2012-12-31$13,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,205,934
Value of total assets at end of year2012-12-31$11,673,640
Value of total assets at beginning of year2012-12-31$10,305,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,398
Total interest from all sources2012-12-31$40,790
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,025
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$449,872
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,320
Administrative expenses (other) incurred2012-12-31$4,398
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$1,368,477
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,673,640
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,305,163
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$803,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$7,000,771
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,298,475
Interest earned on other investments2012-12-31$40,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,127,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,317,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$83,201
Net investment gain/loss from pooled separate accounts2012-12-31$915,833
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$742,742
Employer contributions (assets) at end of year2012-12-31$742,742
Employer contributions (assets) at beginning of year2012-12-31$689,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$867,988
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 name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$862,042
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,389,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,376,775
Value of total corrective distributions2011-12-31$9,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,149,557
Value of total assets at end of year2011-12-31$10,305,163
Value of total assets at beginning of year2011-12-31$11,832,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,736
Total interest from all sources2011-12-31$46,785
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$448,932
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,593
Administrative expenses (other) incurred2011-12-31$3,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,527,711
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,305,163
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,832,874
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 pooled separate accounts at end of year2011-12-31$7,298,475
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,739,133
Interest earned on other investments2011-12-31$46,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,317,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,408,019
Net investment gain/loss from pooled separate accounts2011-12-31$-334,300
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$689,032
Employer contributions (assets) at end of year2011-12-31$689,032
Employer contributions (assets) at beginning of year2011-12-31$685,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,376,775
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 name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,148,317
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,065,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,062,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,123,714
Value of total assets at end of year2010-12-31$11,832,874
Value of total assets at beginning of year2010-12-31$10,750,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,608
Total interest from all sources2010-12-31$53,911
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$431,248
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,744
Administrative expenses (other) incurred2010-12-31$3,608
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$1,082,329
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,832,874
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,750,545
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 pooled separate accounts at end of year2010-12-31$8,739,133
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,517,862
Interest earned on other investments2010-12-31$53,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,408,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,539,399
Net investment gain/loss from pooled separate accounts2010-12-31$970,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$685,722
Employer contributions (assets) at end of year2010-12-31$685,722
Employer contributions (assets) at beginning of year2010-12-31$693,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,062,380
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 name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN

2022: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039683
Policy instance 1
Insurance contract or identification number039683
Number of Individuals Covered316
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039683
Policy instance 1
Insurance contract or identification number039683
Number of Individuals Covered342
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039683
Policy instance 1
Insurance contract or identification number039683
Number of Individuals Covered361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039683
Policy instance 1
Insurance contract or identification number039683
Number of Individuals Covered365
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039683
Policy instance 1
Insurance contract or identification number039683
Number of Individuals Covered361
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $44,425
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees44425
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006931
Policy instance 1
Insurance contract or identification number006931
Number of Individuals Covered363
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $39,454
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30251
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006931
Policy instance 1
Insurance contract or identification number006931
Number of Individuals Covered354
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,230
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees32230
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006931
Policy instance 1
Insurance contract or identification number006931
Number of Individuals Covered311
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,808
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31808
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006931
Policy instance 1
Insurance contract or identification number006931
Number of Individuals Covered333
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,628
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28628
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006931
Policy instance 1
Insurance contract or identification number006931
Number of Individuals Covered331
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,156
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25156
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006931
Policy instance 1
Insurance contract or identification number006931
Number of Individuals Covered329
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27,931
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number006931
Policy instance 1
Insurance contract or identification number006931
Number of Individuals Covered317
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,381
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26381
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC

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