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FORS MARSH 401(K) PLAN 401k Plan overview

Plan NameFORS MARSH 401(K) PLAN
Plan identification number 001

FORS MARSH 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

FORS MARSH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:FORS MARSH GROUP, LLC
Employer identification number (EIN):421558869
NAIC Classification:541700

Additional information about FORS MARSH GROUP, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2002-11-15
Company Identification Number: S086836
Legal Registered Office Address: 1010 N GLEBE RD STE 510

ARLINGTON
United States of America (USA)
22201

More information about FORS MARSH GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORS MARSH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINA DAUGHERTY SEAN MARSH2018-09-26
0012016-01-01CHRISTINA DAUGHERTY2017-07-25 SEAN MARSH2017-07-25
0012015-01-01CHRISTINA SKINNER2016-05-26 SEAN MARSH2016-07-26
0012014-01-01CHRISTINA SKINNER2015-07-09
0012013-01-01CHRISTINA SKINNER2014-08-26
0012012-01-01JASON FORS2013-07-11
0012011-01-01JASON MARSH2012-07-16 JASON FORS2012-07-12
0012010-01-01JASON MARSH2011-05-03 JASON FORS2011-04-28
0012008-01-01JASON MARSH JASON FORS2010-12-13
0012007-01-01JASON FORS JASON MARSH2010-12-02

Plan Statistics for FORS MARSH 401(K) PLAN

401k plan membership statisitcs for FORS MARSH 401(K) PLAN

Measure Date Value
2022: FORS MARSH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01455
Total number of active participants reported on line 7a of the Form 55002022-01-01375
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01479
Number of participants with account balances2022-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0157
2021: FORS MARSH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01370
Total number of active participants reported on line 7a of the Form 55002021-01-01361
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01455
Number of participants with account balances2021-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FORS MARSH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01294
Total number of active participants reported on line 7a of the Form 55002020-01-01298
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01355
Number of participants with account balances2020-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FORS MARSH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01205
Total number of active participants reported on line 7a of the Form 55002019-01-01207
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FORS MARSH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01161
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01199
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FORS MARSH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01165
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2008: FORS MARSH 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0116
Total number of active participants reported on line 7a of the Form 55002008-01-0117
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0117
Number of participants with account balances2008-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: FORS MARSH 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0115
Total number of active participants reported on line 7a of the Form 55002007-01-0116
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0116
Number of participants with account balances2007-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on FORS MARSH 401(K) PLAN

Measure Date Value
2022 : FORS MARSH 401(K) 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$979,444
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,134,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,110,727
Value of total corrective distributions2022-12-31$100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,290,838
Value of total assets at end of year2022-12-31$20,998,474
Value of total assets at beginning of year2022-12-31$22,153,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,533
Total interest from all sources2022-12-31$7,524
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$249,467
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$249,467
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$3,199,598
Participant contributions at end of year2022-12-31$166,425
Participant contributions at beginning of year2022-12-31$117,076
Assets. Other investments not covered elsewhere at end of year2022-12-31$15,905
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$100,064
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$647,176
Other income not declared elsewhere2022-12-31$15,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,154,916
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,998,474
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,153,390
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$20,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,809,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,931,170
Interest on participant loans2022-12-31$7,524
Value of interest in common/collective trusts at end of year2022-12-31$6,287
Value of interest in common/collective trusts at beginning of year2022-12-31$5,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,584,400
Net investment gain or loss from common/collective trusts2022-12-31$110
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$1,444,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,110,727
Contract administrator fees2022-12-31$3,193
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : FORS MARSH 401(K) 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$7,535,423
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,620,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,533,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,585,376
Value of total assets at end of year2021-12-31$22,153,390
Value of total assets at beginning of year2021-12-31$16,237,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,347
Total interest from all sources2021-12-31$3,518
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,010,834
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$1,010,834
Administrative expenses professional fees incurred2021-12-31$7,959
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$2,651,057
Participant contributions at end of year2021-12-31$117,076
Participant contributions at beginning of year2021-12-31$9,479
Assets. Other investments not covered elsewhere at end of year2021-12-31$100,064
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$103,203
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$713,263
Other income not declared elsewhere2021-12-31$-38,284
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$5,915,394
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,153,390
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,237,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,931,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,099,969
Interest on participant loans2021-12-31$3,518
Value of interest in common/collective trusts at end of year2021-12-31$5,080
Value of interest in common/collective trusts at beginning of year2021-12-31$25,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,973,708
Net investment gain or loss from common/collective trusts2021-12-31$271
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$1,221,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,533,682
Contract administrator fees2021-12-31$42,122
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : FORS MARSH 401(K) 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$6,554,382
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$535,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$493,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,987,323
Value of total assets at end of year2020-12-31$16,237,996
Value of total assets at beginning of year2020-12-31$10,218,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,712
Total interest from all sources2020-12-31$635
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$545,522
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$545,522
Administrative expenses professional fees incurred2020-12-31$4,863
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,946,598
Participant contributions at end of year2020-12-31$9,479
Participant contributions at beginning of year2020-12-31$17,725
Assets. Other investments not covered elsewhere at end of year2020-12-31$103,203
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,127,415
Other income not declared elsewhere2020-12-31$40,541
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$6,019,303
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,237,996
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,218,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,099,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,194,407
Interest on participant loans2020-12-31$635
Value of interest in common/collective trusts at end of year2020-12-31$25,345
Value of interest in common/collective trusts at beginning of year2020-12-31$6,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,979,872
Net investment gain or loss from common/collective trusts2020-12-31$489
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$913,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$493,367
Contract administrator fees2020-12-31$27,778
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 name2020-12-31HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2020-12-31521158459
2019 : FORS MARSH 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$3,577,401
Total income from all sources (including contributions)2019-12-31$3,577,401
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$483,563
Total of all expenses incurred2019-12-31$483,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$459,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$459,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,888,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,888,652
Value of total assets at end of year2019-12-31$10,218,693
Value of total assets at end of year2019-12-31$10,218,693
Value of total assets at beginning of year2019-12-31$7,124,855
Value of total assets at beginning of year2019-12-31$7,124,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,800
Total interest from all sources2019-12-31$967
Total interest from all sources2019-12-31$967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$534,486
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$534,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$534,486
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$534,486
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,288,836
Contributions received from participants2019-12-31$1,288,836
Participant contributions at end of year2019-12-31$17,725
Participant contributions at end of year2019-12-31$17,725
Participant contributions at beginning of year2019-12-31$18,750
Participant contributions at beginning of year2019-12-31$18,750
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,505
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,093,838
Value of net income/loss2019-12-31$3,093,838
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,218,693
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,218,693
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,124,855
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,124,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,194,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,564,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,564,855
Interest on participant loans2019-12-31$967
Interest on participant loans2019-12-31$967
Value of interest in common/collective trusts at end of year2019-12-31$6,561
Value of interest in common/collective trusts at end of year2019-12-31$6,561
Value of interest in common/collective trusts at beginning of year2019-12-31$257,201
Value of interest in common/collective trusts at beginning of year2019-12-31$257,201
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$284,049
Asset value of US Government securities at beginning of year2019-12-31$284,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,146,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,146,728
Net investment gain or loss from common/collective trusts2019-12-31$6,568
Net investment gain or loss from common/collective trusts2019-12-31$6,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$541,311
Contributions received in cash from employer2019-12-31$541,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$459,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$459,763
Contract administrator fees2019-12-31$23,800
Contract administrator fees2019-12-31$23,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HERTZBACH & COMPANY, P.A.
Accountancy firm name2019-12-31HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2019-12-31521158459
Accountancy firm EIN2019-12-31521158459
2018 : FORS MARSH 401(K) 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$1,179,439
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,200,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,181,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,614,128
Value of total assets at end of year2018-12-31$7,124,855
Value of total assets at beginning of year2018-12-31$7,145,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,131
Total interest from all sources2018-12-31$2,470
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$125,354
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$125,354
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$810,000
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$930,374
Participant contributions at end of year2018-12-31$18,750
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$266,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,923
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,124,855
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,145,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,564,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,686,513
Interest on participant loans2018-12-31$360
Income. Interest from loans (other than to participants)2018-12-31$0
Income. Interest from US Government securities2018-12-31$2,110
Value of interest in common/collective trusts at end of year2018-12-31$257,201
Value of interest in common/collective trusts at beginning of year2018-12-31$241,641
Asset value of US Government securities at end of year2018-12-31$284,049
Asset value of US Government securities at beginning of year2018-12-31$217,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-562,513
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$416,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,181,231
Contract administrator fees2018-12-31$4,131
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 name2018-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2018-12-31521158459
2017 : FORS MARSH 401(K) 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$2,097,777
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$389,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$374,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,114,669
Value of total assets at end of year2017-12-31$7,145,778
Value of total assets at beginning of year2017-12-31$5,437,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,855
Total interest from all sources2017-12-31$1,853
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$104,596
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$104,596
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$736,056
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,838
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$31,612
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$1,707,840
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,145,778
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,437,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,686,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,029,324
Interest on participant loans2017-12-31$51
Income. Interest from loans (other than to participants)2017-12-31$0
Income. Interest from US Government securities2017-12-31$1,802
Value of interest in common/collective trusts at end of year2017-12-31$241,641
Value of interest in common/collective trusts at beginning of year2017-12-31$208,937
Asset value of US Government securities at end of year2017-12-31$217,624
Asset value of US Government securities at beginning of year2017-12-31$197,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$862,123
Net investment gain or loss from common/collective trusts2017-12-31$14,536
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$347,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$374,082
Contract administrator fees2017-12-31$855
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 name2017-12-31HERTZBACH & COMPANY, PA
Accountancy firm EIN2017-12-31521158459

Form 5500 Responses for FORS MARSH 401(K) PLAN

2022: FORS MARSH 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FORS MARSH 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FORS MARSH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FORS MARSH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FORS MARSH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FORS MARSH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2008: FORS MARSH 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: FORS MARSH 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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