Plan5500

Foth & Van Dyke, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Foth & Van Dyke, LLC)

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, Foth & Van Dyke, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Foth & Van Dyke, LLC under EIN 20-5814203 and plan number 001. The latest loaded filing year is 2023. The filing reports 817 participants and $154,823,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foth & Van Dyke, LLC
EIN
20-5814203
Plan number
001
Plan type
2
Location
De Pere, WI
Latest filing year
2023
Participants
817
End-of-year plan assets
$154,823,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023817H, C20240730150103NAL0013533587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,823,655
Net assets (EOY)
$154,823,655
Net assets (BOY)
$130,507,248

Income & contributions

Employer contributions
$2,232,891
Participant contributions
$7,450,593
Total contributions
$10,208,255
Total income / additions
$33,661,517

Expenses & distributions

Benefits paid
$9,164,047
Administrative expenses
$181,063
Total expenses
$9,345,110
Net increase / (decrease)
$24,316,407

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis Invst Counsel Plan ConsultINVESTMENT ADVISOR$97,080not reported in the loaded dataset2023
Associated Trust Company, N.A.NONE$80,100$02023
Grant ThorntonAUDITOR$14,728not reported in the loaded dataset2023

Related Form 5500 pages