Forest Capital Partners Llc 401(k) Plan (terminated 2018): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2018, when $1.91 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Forest Capital Partners Llc 401(k) Plan Facts (plan year 2018)

Plan name
SPIN-OFF TERMINATION PLAN FOR FOREST CAPITAL PARTNERS LLC
Plan type
401(k) and profit sharing
Plan sponsor
FOREST CAPITAL PARTNERS LLC
Participants
13
Employer contributions
$22,146 in plan year 2018 (100% of all contributions)
Plan year
Feb 12, 2018 – Sep 30, 2018
Plan established
Feb 12, 2018
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2018 (Feb 12, 2018 – Sep 30, 2018), filed Dec 11, 2018. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $22,146 went into the plan in contributions, $22,146 of it from the employer (100%).
  • $2.03 million was paid out to participants.
  • Investment and other income added $95,468.

How the Forest Capital Partners Llc 401(k) changed, 2010–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2010162$10.6 million$286,746$537,052
2011179$11.2 million$290,974$550,379
2012169$8.88 million$203,016$4.51 million
2013106$6.37 million$49,090$4.04 million
2014 (final)59$0$0$3.58 million
2018 (final)13$0$22,146$2.03 million

Forest Capital Partners Llc 401(k) Contact Information

Phone
617-832-2929
Mailing address
7 WATER STREET, STE 600, BOSTON MA 02109
Plan sponsor
FOREST CAPITAL PARTNERS LLC
Employer identification number (EIN)
04-3521259
Plan number
001

Questions about the Forest Capital Partners Llc 401(k)

Is the Forest Capital Partners Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2018.

Does Forest Capital Partners Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $22,146 in employer contributions for plan year 2018.

Does the Forest Capital Partners Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Forest Capital Partners Llc 401(k) plan?

13 participants at the start of plan year 2018.

Who manages the Forest Capital Partners Llc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

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