How big is Forth Financial Group's plan?

Forth Financial Group's plan reported $225K in assets and 3 participants for 2024.

Original filing (PDF)20250924084541NAL0007870960001

Forth Financial Group

Name: Forth Financial Group — Forth Financial Group 401(k), Form 5500 (2024)
Creator: Forth Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forth Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Forth Financial Group's Forth Financial Group 401(k) Profit Sharing Plan held $225K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

Plan identifiers

Forth Financial Group's EIN is 56-1621079.

EIN 56-1621079

Plan number 001

Plan year 2024

ACK ID 20250924084541NAL0007870960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forth Financial Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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