F.E. Forbes Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: F.E. Forbes Company, INC.
  • Sponsor EIN: 943223591
  • Sponsor Address: 1795 SOLANO AVE., BERKELEY, CA, 94707
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $388,067

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$388,067$55,028$51,070
20231$541,029$21,845$52,538
20221$412,831$12,043$29,523

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