How big is Forbes Financial Group's plan?

Forbes Financial Group's plan reported $928K in assets and 5 participants for 2024.

Original filing (PDF)20250609134734NAL0012347219001

Forbes Financial Group

Name: Forbes Financial Group — Forbes Financial Group, Form 5500 (2024)
Creator: Forbes Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forbes Financial Group 401(k) Plan

401(k) retirement plan · Forbes Financial Group's Forbes Financial Group 401(k) Plan held $928K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$928K

Net assets (EOY)

$928K

People on this filing

John Forbes signed Forbes Financial Group's 2024 Form 5500 as plan administrator.

John Forbes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Forbes Financial Group's EIN is 20-3677988.

EIN 20-3677988

Plan number 001

Plan year 2024

ACK ID 20250609134734NAL0012347219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Forbes Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Forbes Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORBES FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score