2023 Form 5500 filing — Foley Products Company, LLC 401(K) 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 20241025102004NAL0000119872001) for Foley Products Company, LLC 401(K) Plan, reported by Foley Products Company, LLC under EIN 20-2316013 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025102004NAL0000119872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foley Products Company, LLC
- EIN
- 20-2316013
- Plan number
- 001
- Location
- Newnan, GA
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,341,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,341,610
- Employer contributions
- $613,094
- Participant contributions
- $1,416,958
- Total income / additions
- $3,895,265
- Benefits paid
- $1,027,689
- Administrative expenses
- $13,224
- Total expenses
- $1,050,761
- Net increase / (decrease)
- $2,844,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $13,187 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $37 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |