2023 Form 5500 filing — Folience, Inc. Employee Stock Ownership 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 20241001125640NAL0007077697001) for Folience, Inc. Employee Stock Ownership Plan, reported by Folience, Inc. under EIN 42-0269570 and plan number 004. It reports 735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$39MReported net assets$39,020,968
Participants735
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241001125640NAL0007077697001
Plan sponsor
Folience, Inc.
EIN
42-0269570
Plan number
004
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39M total assets
Net assets$39MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$3.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$39,020,968
Total liabilities (EOY)
$0
Net assets (EOY)
$39,020,968
Employer contributions
$3,258,216
Total income / additions
$6,160,448
Benefits paid
$2,902,641
Administrative expenses
$0
Total expenses
$2,902,641
Net increase / (decrease)
$3,257,807

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001125640NAL0007077697001 cover?
It is the 2023 Form 5500 filing for Folience, Inc. Employee Stock Ownership Plan, reported by Folience, Inc. (EIN 42-0269570).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages