2023 Form 5500 filing — Foley Hoag, Llp 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 20241015102920NAL0028064897001) for Foley Hoag, Llp Savings And Retirement Plan, reported by Foley Hoag Llp under EIN 04-2150535 and plan number 003. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102920NAL0028064897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foley Hoag Llp
- EIN
- 04-2150535
- Plan number
- 003
- Location
- Boston, MA
- Participants
- 951
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,767,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $339,767,636
- Employer contributions
- $7,664,684
- Participant contributions
- $9,673,722
- Total income / additions
- $71,727,626
- Benefits paid
- $26,878,009
- Administrative expenses
- $211,794
- Total expenses
- $27,121,276
- Net increase / (decrease)
- $44,606,350
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,869 | $0 |
| Capfinancial Partners, L | INVESTMENT ADVISORY | $70,576 | $24 |
| Gray, Gray & Gray Llp | LEGAL | $14,994 | $6 |
| Usi Consulting Group | INVESTMENT ADVISORY | $9,205 | $5 |