How big is Forbes Schaefer Enterprises' plan?

Forbes Schaefer Enterprises' plan reported $10K in assets and 9 participants for 2024.

Original filing (PDF)20250625120035NAL0007782769001

Forbes Schaefer Enterprises

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

Form 5500-SF

FILING_RECEIVED

Forbes Schaefer Enterprises 401(k)

401(k) retirement plan · Forbes Schaefer Enterprises' Forbes Schaefer Enterprises 401(k) held $10K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Randy Forbes signed Forbes Schaefer Enterprises' 2024 Form 5500 as plan administrator.

Randy 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 Schaefer Enterprises' EIN is 22-3971828.

EIN 22-3971828

Plan number 001

Plan year 2024

ACK ID 20250625120035NAL0007782769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forbes Schaefer Enterprises' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off