Forte Financial, LLC
Ridgefield, CT, 06877
- Plans
- 2
- Total participants
- 23
- Filing years
- 2024, 2023, 2022
- NAICS
- 522291
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500-SF | 001 | Forte Financial, LLC Cash Balance Plan | 0 |
| 2024 | Form 5500-SF | 002 | Forte Financial, LLC Incentive Savings Plan | 4 |
| 2023 | Form 5500-SF | 001 | Forte Financial, LLC Cash Balance Plan | 4 |
| 2023 | Form 5500-SF | 002 | Forte Financial, LLC Incentive Savings Plan | 6 |
| 2022 | Form 5500-SF | 001 | Forte Financial, LLC Cash Balance Plan | 4 |
| 2022 | Form 5500-SF | 002 | Forte Financial, LLC Incentive Savings Plan | 5 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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