Original filing (PDF)20250305075141NAL0005108675001

JOHN FORBES, INC.

Name: JOHN FORBES, INC. — FORBES ARCHITECTS RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: JOHN FORBES, INC.

Form 5500-SF

FILING_RECEIVED

FORBES ARCHITECTS RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN FORBES, INC..

Plan sponsor

Name

JOHN FORBES, INC.

DBA

FORBES ARCHITECTS

EIN

59-3000913

Address

1500 S DOUGLAS RD STE 200 · CORAL GABLES, FL · 331344108

Phone

(305) 446-0849

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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