2023 Form 5500 filing — Foth & Van Dyke, LLC 401(K) Retirement Savings Plan
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 20240730150103NAL0013533587001) for Foth & Van Dyke, LLC 401(K) Retirement Savings Plan, reported by Foth & Van Dyke, LLC under EIN 20-5814203 and plan number 001. It reports 817 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730150103NAL0013533587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foth & Van Dyke, LLC
- EIN
- 20-5814203
- Plan number
- 001
- Location
- De Pere, WI
- Participants
- 817
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,823,655
- Net assets (EOY)
- $154,823,655
- Employer contributions
- $2,232,891
- Participant contributions
- $7,450,593
- Total income / additions
- $33,661,517
- Benefits paid
- $9,164,047
- Administrative expenses
- $181,063
- Total expenses
- $9,345,110
- Net increase / (decrease)
- $24,316,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Francis Invst Counsel Plan Consult | INVESTMENT ADVISOR | $97,080 | not reported in the loaded dataset |
| Associated Trust Company, N.A. | NONE | $80,100 | $0 |
| Grant Thornton | AUDITOR | $14,728 | not reported in the loaded dataset |