2023 Form 5500 filing — John Fox Scholarship Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724133118NAL0008194163002) for John Fox Scholarship Fund, reported by John Fox Scholarship Fund under EIN 23-2652470 and plan number 501. It reports 1,495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724133118NAL0008194163002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- John Fox Scholarship Fund
- EIN
- 23-2652470
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 1,495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,056,038
- Total liabilities (EOY)
- $16,579
- Net assets (EOY)
- $1,039,459
- Employer contributions
- $10,443
- Total income / additions
- $235,685
- Benefits paid
- $16,500
- Administrative expenses
- $72,861
- Total expenses
- $89,361
- Net increase / (decrease)
- $146,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Phila Joint Board | RELATED PARTY | $37,788 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $13,800 | not reported in the loaded dataset |
| Fsc Securities Corporation | NONE | $8,912 | not reported in the loaded dataset |
| Meranze & Katz | NONE | $6,006 | not reported in the loaded dataset |