FORZA EDUCATION MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FORZA EDUCATION MANAGEMENT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FORZA EDUCATION MANAGEMENT 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-08 | 191584 |
| Net assets as of the end of the plan year | 2025-07-08 | 1468651 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 1181815 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 150000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 182060 |
| Value of participant loans at end of plan year | 2025-07-08 | 49312 |
| Other expenses paid from plan in this plan year | 2025-07-08 | 0 |
| Other contributions to plan in this plan year | 2025-07-08 | 62017 |
| Other income to plan in this plan year | 2025-07-08 | 138773 |
| Plan net income in this plan year | 2025-07-08 | 286836 |
| Net assets as of the end of the plan year | 2025-07-08 | 1468651 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 1181815 |
| Employer contributions to plan in this plan year | 2025-07-08 | 95570 |
| Fees paid to broker by Benefit Provider | 2025-07-08 | 3878 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 10706 |
| 2024 : FORZA EDUCATION MANAGEMENT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 350967 |
| Net assets as of the end of the plan year | 2024-07-10 | 1181815 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 1060417 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-10 | 174518 |
| Value of participant loans at end of plan year | 2024-07-10 | 34706 |
| Other expenses paid from plan in this plan year | 2024-07-10 | 0 |
| Other contributions to plan in this plan year | 2024-07-10 | 31522 |
| Other income to plan in this plan year | 2024-07-10 | 175325 |
| Plan net income in this plan year | 2024-07-10 | 121398 |
| Net assets as of the end of the plan year | 2024-07-10 | 1181815 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 1060417 |
| Employer contributions to plan in this plan year | 2024-07-10 | 91000 |
| Fees paid to broker by Benefit Provider | 2024-07-10 | 3021 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 9019 |
| 2022 : FORZA EDUCATION MANAGEMENT 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $62,386 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $109,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $100,508 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $284,312 |
| Value of total assets at end of year | 2022-12-31 | $1,060,417 |
| Value of total assets at beginning of year | 2022-12-31 | $1,107,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $9,015 |
| Total interest from all sources | 2022-12-31 | $1,759 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,650 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,650 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $192,635 |
| Participant contributions at end of year | 2022-12-31 | $45,371 |
| Participant contributions at beginning of year | 2022-12-31 | $30,319 |
| Other income not declared elsewhere | 2022-12-31 | $70 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-47,137 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,060,417 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,107,554 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $454,272 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $468,848 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $560,774 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $608,387 |
| Interest on participant loans | 2022-12-31 | $1,759 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-117,168 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-110,240 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $3 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $91,677 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $100,508 |
| Contract administrator fees | 2022-12-31 | $9,015 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2022-12-31 | 431947695 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $62,386 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $109,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $100,508 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $284,312 |
| Value of total assets at end of year | 2022-01-01 | $1,060,417 |
| Value of total assets at beginning of year | 2022-01-01 | $1,107,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $9,015 |
| Total interest from all sources | 2022-01-01 | $1,759 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $3,650 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $3,650 |
| Was this plan covered by a fidelity bond | 2022-01-01 | No |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $192,635 |
| Participant contributions at end of year | 2022-01-01 | $45,371 |
| Participant contributions at beginning of year | 2022-01-01 | $30,319 |
| Other income not declared elsewhere | 2022-01-01 | $70 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-47,137 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,060,417 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,107,554 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $454,272 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $468,848 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $560,774 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $608,387 |
| Interest on participant loans | 2022-01-01 | $1,759 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-117,168 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-110,240 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $3 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $91,677 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $100,508 |
| Contract administrator fees | 2022-01-01 | $9,015 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2022-01-01 | 431947695 |
| 2021 : FORZA EDUCATION MANAGEMENT 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $380,567 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $59,560 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $51,902 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $260,052 |
| Value of total assets at end of year | 2021-12-31 | $1,107,554 |
| Value of total assets at beginning of year | 2021-12-31 | $786,547 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,658 |
| Total interest from all sources | 2021-12-31 | $1,976 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,347 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,347 |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $164,871 |
| Participant contributions at end of year | 2021-12-31 | $30,319 |
| Participant contributions at beginning of year | 2021-12-31 | $24,847 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $7,622 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $321,007 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,107,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $786,547 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $468,848 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $357,789 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $608,387 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $403,911 |
| Interest on participant loans | 2021-12-31 | $1,976 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $54,211 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $61,981 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $87,559 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $51,902 |
| Contract administrator fees | 2021-12-31 | $7,658 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN, P.C. |
| Accountancy firm EIN | 2021-12-31 | 431947695 |
