Foley Hoag, Llp Savings And Retirement Plan — Form 5500 plan (Foley Hoag Llp)
Plain-English plan 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, Foley Hoag, Llp Savings And Retirement Plan is a benefit plan reported by Foley Hoag Llp under EIN 04-2150535 and plan number 003. The latest loaded filing year is 2023. The filing reports 951 participants and $339,767,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foley Hoag Llp
- EIN
- 04-2150535
- Plan number
- 003
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $339,767,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20241015102920NAL0028064897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $339,767,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $339,767,636
- Net assets (BOY)
- $295,161,286
Income & contributions
- Employer contributions
- $7,664,684
- Participant contributions
- $9,673,722
- Total contributions
- $19,076,054
- Total income / additions
- $71,727,626
Expenses & distributions
- Benefits paid
- $26,878,009
- Administrative expenses
- $211,794
- Total expenses
- $27,121,276
- Net increase / (decrease)
- $44,606,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $119,869 | $0 | 2023 |
| Capfinancial Partners, L | INVESTMENT ADVISORY | $70,576 | $24 | 2023 |
| Gray, Gray & Gray Llp | LEGAL | $14,994 | $6 | 2023 |
| Usi Consulting Group | INVESTMENT ADVISORY | $9,205 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foley Hoag Llp
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners, L — Schedule C compensation
- Gray, Gray & Gray Llp — Schedule C compensation
- Usi Consulting Group — Schedule C compensation