2023 Form 5500 filing — Kenneth Fox Supply Company 401(K) Profit Sharing 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 20250616133556NAL0000935697001) for Kenneth Fox Supply Company 401(K) Profit Sharing Plan, reported by Kenneth Fox Supply Company under EIN 74-1670882 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616133556NAL0000935697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenneth Fox Supply Company
- EIN
- 74-1670882
- Plan number
- 001
- Location
- Mcallen, TX
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,476,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,476,025
- Employer contributions
- $379,142
- Participant contributions
- $624,759
- Total income / additions
- $2,223,306
- Benefits paid
- $496,293
- Administrative expenses
- $63,809
- Total expenses
- $560,102
- Net increase / (decrease)
- $1,663,204
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | REGISTERED INVESTMENT AD | $22,230 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $9,141 | $0 |
| Wilshire Associates Inc(Usa) | REGISTERED INVESTMENT AD | $1,270 | $0 |