2023 Form 5500 filing — Fogle'S, Inc. 401(K) Savings And Retirement 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 20241010075201NAL0039447666001) for Fogle'S, Inc. 401(K) Savings And Retirement Plan, reported by Fogle'S, Inc. under EIN 57-0832371 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010075201NAL0039447666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fogle'S, Inc.
- EIN
- 57-0832371
- Plan number
- 001
- Location
- Neeses, SC
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,175,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,175,948
- Employer contributions
- $320,854
- Participant contributions
- $426,718
- Total income / additions
- $1,567,689
- Benefits paid
- $681,265
- Administrative expenses
- $55,002
- Total expenses
- $739,299
- Net increase / (decrease)
- $828,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moss & Yantis | AUDITOR | $17,425 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner Smith I | INVESTMENT ADVISOR | $16,980 | not reported in the loaded dataset |
| Ascensus Holding/Dba Future Plan | CONTRACT ADMIN | $12,484 | $2,797 |
| Empower Annuity Ins Co, | RECORDKEEPER | $3,325 | $0 |