| Company Name: | FORVIS, LLP |
| Employer identification number (EIN): | 440160260 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-04 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-07-31 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2016-05-31 | |||||
| Date last seen: 2025-10-04 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2016-05-31 | |||||
| Date last seen: 2025-10-04 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2024-07-12 | |||||
| Date last seen: 2024-07-12 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-03 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-23 | |||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-11-18 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2025-08-07 | ||||||
| Date last seen: 2025-10-04 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-10-04 | ||||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2025-09-16 | |||||
| Date last seen: 2025-09-16 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2024-07-12 | |||||
| Date last seen: 2024-07-12 | |||||
| Date | Description |
|---|---|
| 2024-10-15 | 440160260 Change of plan name detected from BKD, LLP EMPLOYEE HEALTH CARE PLAN to FORVIS, LLP EMPLOYEE HEALTH CARE PLAN for plan ID 501 |
| 2024-08-29 | 440160260 Change of name detected from BKD, LLP to FORVIS, LLP |
| 2024-08-29 | 440160260 Change of plan name detected from BKD, LLP EMPLOYEES\' SAVINGS TRUST to FORVIS, LLP EMPLOYEES\' SAVINGS PLAN I for plan ID 017 |
| 2024-03-14 | 440160260 Change of name detected from BKD, LLP to FORVIS, LLP |
| 2024-03-14 | 440160260 Change of plan name detected from BKD, LLP EMPLOYEES\' SAVINGS TRUST to FORVIS, LLP EMPLOYEES\' SAVINGS PLAN I for plan ID 017 |
| 2024-03-13 | 440160260 Change of name detected from BKD, LLP to FORVIS, LLP |
| 2023-10-16 | 440160260 Change of name detected from BKD, LLP to FORVIS, LLP |
| 2023-03-11 | 440160260 Change of name detected from DIXON HUGHES GOODMAN LLP to FORVIS, LLP |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 501 | FORVIS, LLP EMPLOYEE HEALTH CARE PLAN | 2014-01-01 | 1982-11-01 |
| 505 | VISION PLAN FOR BKD, LLP | 2015-01-01 | 2001-07-01 |
| 503 | BKD, LLP FLEXIBLE BENEFIT PLAN | 2015-01-01 | 1988-01-01 |
| 017 | FORVIS, LLP EMPLOYEES' SAVINGS PLAN I | 2015-06-01 | 1987-01-01 |
| 502 | GROUP LONG TERM DISABILITY PLAN FOR BKD, LLP | 2012-01-01 | 1972-09-02 |
| 504 | SHORT TERM DISABILITY PLAN FOR BKD, LLP | 2015-01-01 | 2001-06-01 |
| 021 | BKD, LLP CASH BALANCE PENSION PLAN | 2015-06-01 | 2000-06-01 |
| 506 | VOLUNTARY SUPPLEMENTAL GROUP LIFE INSURANCE AND AD&D FOR BKD, LLP | 2015-01-01 | 2009-01-01 |
| 507 | BKD, LLP ANCILLARY BENEFIT PLANS | 2017-01-01 | 2017-01-01 |
| 025 | DIXON HUGHES GOODMAN LLP CASH BALANCE PLAN | 2020-06-01 | 2020-06-01 |
| 018 | FORVIS, LLP EMPLOYEES' SAVINGS PLAN II | 2022-06-01 | 2022-06-01 |
| 002 | THE HOMETOWN SAVINGS BANK EMPLOYEE 401(K) PLAN AND TRUST | 1987-01-01 | 1987-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2022-11-16 | Employer Contributions | $ 224,265 | 1 | $ 224,265 | |
| 2022-11-16 | Employee Contributions | $ 224,265 | 1 | $ 224,265 | |
| 2022-09-01 | Employer Contributions | $ 4,560,703 | 1 | $ 4,560,703 | |
| 2022-09-01 | Employee Contributions | $ 4,560,703 | 1 | $ 4,560,703 | |
| 2022-05-27 | Employer Contributions | $ 15,289,335 | 1 | $ 15,289,335 | |
| 2022-05-27 | Employee Contributions | $ 15,289,335 | 1 | $ 15,289,335 | |
| 2021-12-10 | Employer Contributions | $ 21 | 2842 | $ 0 | |
| 2021-12-10 | Employee Contributions | $ 21 | 2842 | $ 0 | |
| 2020-08-11 | Employer Contributions | $ 13,760,817 | 2283 | $ 6,028 | |
| 2020-08-11 | Employee Contributions | $ 13,760,817 | 2283 | $ 6,028 | |
| 2018-05-30 | Employer Contributions | $ 1,922,590 | |||
| 2018-05-30 | Employee Contributions | $ 1,922,590 | |||
| 2018-04-27 | Employer Contributions | $ 8,000,000 | |||
| 2018-04-27 | Employee Contributions | $ 8,000,000 | |||
| 2017-05-25 | Employer Contributions | $ 1,785,846 | 2519 | $ 709 | |
| 2017-05-25 | Employee Contributions | $ 1,785,846 | 2519 | $ 709 | |
| 2017-04-27 | Employer Contributions | $ 10,000,000 | 2519 | $ 3,970 | |
| 2017-04-27 | Employee Contributions | $ 10,000,000 | 2519 | $ 3,970 | |
| 2016-05-26 | Employer Contributions | $ 1,334,809 | 2001 | $ 667 | |
| 2016-05-26 | Employee Contributions | $ 1,334,809 | 2001 | $ 667 | |
| 2016-04-28 | Employer Contributions | $ 10,000,000 | 2001 | $ 4,998 | |
| 2016-04-28 | Employee Contributions | $ 10,000,000 | 2001 | $ 4,998 | |
| 2015-11-12 | Employer Contributions | $ 2,345 | 1354 | $ 2 | |
| 2015-11-12 | Employee Contributions | $ 2,345 | 1354 | $ 2 | |
| 2015-05-27 | Employer Contributions | $ 1,015,567 | 1354 | $ 750 | |
| 2015-05-27 | Employee Contributions | $ 1,015,567 | 1354 | $ 750 | |
| 2015-04-28 | Employer Contributions | $ 10,000,000 | 1354 | $ 7,386 | |
| 2015-04-28 | Employee Contributions | $ 10,000,000 | 1354 | $ 7,386 | |
| 2014-05-27 | Employer Contributions | $ 187,772 | 1804 | $ 104 | |
| 2014-05-27 | Employee Contributions | $ 187,772 | 1804 | $ 104 | |
| 2014-04-28 | Employer Contributions | $ 9,000,000 | 1804 | $ 4,989 | |
| 2014-04-28 | Employee Contributions | $ 9,000,000 | 1804 | $ 4,989 | |
| 2013-05-28 | Employer Contributions | $ 356,681 | 951 | $ 375 | |
| 2013-05-28 | Employee Contributions | $ 356,681 | 951 | $ 375 | |
| 2013-04-29 | Employer Contributions | $ 9,500,000 | 951 | $ 9,989 | |
| 2013-04-29 | Employee Contributions | $ 9,500,000 | 951 | $ 9,989 | |
| 2012-05-30 | Employer Contributions | $ 7,035,451 | 1841 | $ 3,822 | |
| 2012-05-30 | Employee Contributions | $ 7,035,451 | 1841 | $ 3,822 | |
| 2010-05-27 | Employer Contributions | $ 9,436,925 | 955 | $ 9,882 | |
| 2010-05-27 | Employee Contributions | $ 9,436,925 | 955 | $ 9,882 |