Robert Fox, Inc. 401(K) Plan — Form 5500 plan (Robert Fox, Inc.)

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, Robert Fox, Inc. 401(K) Plan is a benefit plan reported by Robert Fox, Inc. under EIN 11-2893886 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $6,570,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert Fox, Inc.
EIN
11-2893886
Plan number
001
Plan type
2
Location
Mineola, NY
Latest filing year
2023
Participants
295
End-of-year plan assets
$6,570,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241014131030NAL0027353873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,570,564
Total liabilities (EOY)
$0
Net assets (EOY)
$6,570,564
Net assets (BOY)
$6,066,002

Income & contributions

Employer contributions
$58,721
Participant contributions
$389,994
Total contributions
$452,451
Total income / additions
$1,348,023

Expenses & distributions

Benefits paid
$800,050
Administrative expenses
$45,146
Total expenses
$843,461
Net increase / (decrease)
$504,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Asset Strategies IncADVISOR$30,270not reported in the loaded dataset2023
Td Ameritrade Trust CompanyRECORDKEEPER$14,769$02023

Related Form 5500 pages