2023 Form 5500 filing — 401(K) Plan For Foxrock Ranch, LLC
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 20241008171407NAL0008609347001) for 401(K) Plan For Foxrock Ranch, LLC, reported by Foxrock Ranch Holding Company, LLC under EIN 82-1276282 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008171407NAL0008609347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foxrock Ranch Holding Company, LLC
- EIN
- 82-1276282
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,317,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,317,863
- Employer contributions
- $439,130
- Participant contributions
- $888,699
- Total income / additions
- $2,103,808
- Benefits paid
- $383,244
- Administrative expenses
- $21,909
- Total expenses
- $405,153
- Net increase / (decrease)
- $1,698,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $13,036 | not reported in the loaded dataset |
| Melton & Melton Llp | ACCOUNTING | $8,873 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $3,536 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |