How big is Forbes Insurance Agency's plan?

Forbes Insurance Agency's plan reported $2.0M in assets and 8 participants for 2024.

Original filing (PDF)20250512154759NAL0012803331001

Forbes Insurance Agency

Name: Forbes Insurance Agency — Forbes 401(k) Plan, Form 5500 (2024)
Creator: Forbes Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forbes 401(k) Plan

401(k) retirement plan · Forbes Insurance Agency's Forbes 401(k) Plan held $2.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Timothy Forbes signed Forbes Insurance Agency's 2024 Form 5500 as plan administrator.

Timothy 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 Insurance Agency's EIN is 74-3075468.

EIN 74-3075468

Plan number 001

Plan year 2024

ACK ID 20250512154759NAL0012803331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Forbes Insurance Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INSURANCE AGENCY.

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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