How big is Forrest Windows & Service Inc.'s plan?

Forrest Windows & Service Inc.'s plan reported $216K in assets and 12 participants for 2023.

Original filing (PDF)20240628051751NAL0000141857001

Forrest Windows & Service Inc.

Name: Forrest Windows & Service Inc. — Forrest Windows &, Form 5500 (2023)
Creator: Forrest Windows & Service Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forrest Windows & Service Inc. 401(k) Profit Sharing Plan and TRU

401(k) retirement plan · Forrest Windows & Service Inc.'s Forrest Windows & Service Inc. 401(k) Profit Sharing Plan and TRU held $216K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

Eric Forrest signed Forrest Windows & Service Inc.'s 2023 Form 5500 as plan administrator.

Eric Forrest — 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

Forrest Windows & Service Inc.'s EIN is 82-2050509.

EIN 82-2050509

Plan number 001

Plan year 2023

ACK ID 20240628051751NAL0000141857001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Forrest Windows & Service Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Forrest Windows & Service 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 FORREST WINDOWS & SERVICE INC..

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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

Knocking points off