2023 Form 5500 filing — Foxdale Village 403(B) 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 20241015080227NAL0014220515001) for Foxdale Village 403(B) Plan, reported by Foxdale Village Corporation under EIN 25-1542218 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080227NAL0014220515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foxdale Village Corporation
- EIN
- 25-1542218
- Plan number
- 001
- Location
- State College, PA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,995,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,995,757
- Employer contributions
- $414,124
- Participant contributions
- $404,928
- Total income / additions
- $2,268,434
- Benefits paid
- $980,385
- Administrative expenses
- $20,162
- Total expenses
- $1,000,547
- Net increase / (decrease)
- $1,267,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities Inc | BROKER/ADVISER | $0 | $25,288 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,019 | $0 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $5,161 |
| Empower Annuity Insurance Company | INVESTMENT MANAGEMENT | $143 | not reported in the loaded dataset |