2023 Form 5500 filing — Fordyce 401(K) And Profit Sharing 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 20240930114343NAL0011061746001) for Fordyce 401(K) And Profit Sharing Plan, reported by Fordyce Holdings, Inc. under EIN 74-0629110 and plan number 002. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240930114343NAL0011061746001
Filing year
2023
Form type
2
Plan sponsor
Fordyce Holdings, Inc.
EIN
74-0629110
Plan number
002
Location
Victoria, TX
Participants
18
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,984,658
Total liabilities (EOY)
$0
Net assets (EOY)
$1,984,658
Employer contributions
$23,920
Participant contributions
$53,101
Total income / additions
$337,648
Benefits paid
$56,957
Administrative expenses
$50
Total expenses
$57,007
Net increase / (decrease)
$280,641
Schedule source
Schedule I

Related Form 5500 pages