401k Plan data: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN plan

FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 401k Plan overview

Plan Name	FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN
Plan identification number	001

FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FORUM CAPITAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: FORUM CAPITAL GROUP, INC.

Employer identification number (EIN): 320460499

NAIC Classification: 541600

Additional information about FORUM CAPITAL GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2015-02-27

Company Identification Number: P15000019914

Legal Registered Office Address: 50 N. LAURA STREET, 41ST FLOOR

JACKSONVILLE

32202

More information about FORUM CAPITAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LISA KAVALIEROS
001 2016-01-01 LISA KAVALIEROS
001 2015-01-01 LISA KAVALIEROS

Plan Statistics for FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN

401k plan membership statisitcs for FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN

Measure Date Value
2022: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 19
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 21
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 21
2020: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 21
Number of participants with account balances 2019-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 19
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 19
2017: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 18
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
2016: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 19
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	19
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	21
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	21
2020: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	21
Number of participants with account balances	2019-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	19
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	19
2017: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	18
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
2016: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	19
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN

Measure	Date	Value
2022 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-847,922
Expenses. Total of all expenses incurred	2022-12-31	$207,250
Benefits paid (including direct rollovers)	2022-12-31	$207,250
Total plan assets at end of year	2022-12-31	$8,521,622
Total plan assets at beginning of year	2022-12-31	$9,576,794
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$227,444
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$1,876
Other income received	2022-12-31	$-1,226,356
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,055,172
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,521,622
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,576,794
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$149,114
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$829,983
Expenses. Total of all expenses incurred	2021-12-31	$296,472
Benefits paid (including direct rollovers)	2021-12-31	$296,472
Total plan assets at end of year	2021-12-31	$9,576,794
Total plan assets at beginning of year	2021-12-31	$9,043,283
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$214,543
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$458,824
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$533,511
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,576,794
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,043,283
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$156,616
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$520,061
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$9,043,283
Total plan assets at beginning of year	2020-12-31	$8,523,222
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$232,709
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$124,453
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$520,061
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,043,283
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,523,222
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$162,899
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,962,186
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$8,523,222
Total plan assets at beginning of year	2019-12-31	$6,561,036
Total contributions received or receivable from participants	2019-12-31	$232,564
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,560,502
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,962,186
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,523,222
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,561,036
Total contributions received or receivable from employer(s)	2019-12-31	$169,120
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-60,031
Expenses. Total of all expenses incurred	2018-12-31	$232,040
Benefits paid (including direct rollovers)	2018-12-31	$232,040
Total plan assets at end of year	2018-12-31	$6,561,036
Total plan assets at beginning of year	2018-12-31	$6,853,107
Total contributions received or receivable from participants	2018-12-31	$228,342
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-446,527
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-292,071
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,561,036
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,853,107
Total contributions received or receivable from employer(s)	2018-12-31	$158,154
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,366,939
Expenses. Total of all expenses incurred	2017-12-31	$80,419
Benefits paid (including direct rollovers)	2017-12-31	$80,369
Total plan assets at end of year	2017-12-31	$6,853,107
Total plan assets at beginning of year	2017-12-31	$5,566,587
Total contributions received or receivable from participants	2017-12-31	$226,153
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$988,565
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,286,520
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,853,107
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,566,587
Total contributions received or receivable from employer(s)	2017-12-31	$152,221
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
2016 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$782,927
Expenses. Total of all expenses incurred	2016-12-31	$39,337
Benefits paid (including direct rollovers)	2016-12-31	$39,262
Total plan assets at end of year	2016-12-31	$5,566,587
Total plan assets at beginning of year	2016-12-31	$4,822,997
Total contributions received or receivable from participants	2016-12-31	$191,852
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$439,364
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$743,590
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,566,587
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,822,997
Total contributions received or receivable from employer(s)	2016-12-31	$151,711
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
2015 : FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$420,138
Expenses. Total of all expenses incurred	2015-12-31	$2,218,999
Benefits paid (including direct rollovers)	2015-12-31	$2,218,949
Total plan assets at end of year	2015-12-31	$4,822,997
Total plan assets at beginning of year	2015-12-31	$6,621,858
Total contributions received or receivable from participants	2015-12-31	$203,113
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$83,179
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,798,861
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,822,997
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,621,858
Total contributions received or receivable from employer(s)	2015-12-31	$133,846
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50

Form 5500 Responses for FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN

2022: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FORUM CAPITAL GROUP, INC. 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FORUM CAPITAL GROUP, INC.
Employer identification number (EIN):	320460499
NAIC Classification:	541600

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2015-02-27
Company Identification Number:	P15000019914
Legal Registered Office Address:	50 N. LAURA STREET, 41ST FLOOR JACKSONVILLE 32202