2023 Form 5500 filing — Fox Valley Metrology 401k 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 20240813073619NAL0010295153001) for Fox Valley Metrology 401k Plan, reported by Fox Valley Metrology, Ltd. under EIN 39-1836336 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813073619NAL0010295153001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fox Valley Metrology, Ltd.
- EIN
- 39-1836336
- Plan number
- 001
- Location
- Oshkosh, WI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,083,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,083,253
- Employer contributions
- $293,215
- Participant contributions
- $545,462
- Total income / additions
- $2,233,932
- Benefits paid
- $163,214
- Administrative expenses
- $30,887
- Total expenses
- $195,422
- Net increase / (decrease)
- $2,038,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones | RETAINED BY EMPLOYER | $18,850 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $10,529 | $0 |