How big is Forma Design, Inc.'s plan?

Forma Design, Inc.'s plan reported $1.2M in assets and 7 participants for 2023.

Original filing (PDF)20240529105338NAL0006132403001

Forma Design, Inc.

Name: Forma Design, Inc. — Forma Design Inc. 401(k) Profit, Form 5500 (2023)
Creator: Forma Design, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forma Design Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Forma Design, Inc.'s Forma Design Inc. 401(k) Profit Sharing Plan held $1.2M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Katherine Krozser signed Forma Design, Inc.'s 2023 Form 5500 as plan administrator.

Katherine Krozser — 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

Forma Design, Inc.'s EIN is 56-1901009.

EIN 56-1901009

Plan number 001

Plan year 2023

ACK ID 20240529105338NAL0006132403001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Forma Design, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Forma Design, Inc.'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 FORMA DESIGN, INC.

Finding similar companies…

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