Plan5500

Foley, Incorporated 401(K) Plan — Form 5500 plan (Foley, Incorporated)

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, Incorporated 401(K) Plan is a benefit plan reported by Foley, Incorporated under EIN 22-0917100 and plan number 003. The latest loaded filing year is 2023. The filing reports 872 participants and $117,960,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foley, Incorporated
EIN
22-0917100
Plan number
003
Plan type
2
Location
Piscataway, NJ
Latest filing year
2023
Participants
872
End-of-year plan assets
$117,960,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023872H, C20241010093543NAL0040302290001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,960,998
Total liabilities (EOY)
$0
Net assets (EOY)
$117,960,998
Net assets (BOY)
$107,112,273

Income & contributions

Employer contributions
$2,238,458
Participant contributions
$4,886,550
Total contributions
$7,303,289
Total income / additions
$22,194,201

Expenses & distributions

Benefits paid
$11,178,841
Administrative expenses
$108,868
Total expenses
$11,345,476
Net increase / (decrease)
$10,848,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Capital Group LLCINVESTMENT ADVISOR$94,971not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$5,124not reported in the loaded dataset2023
Qdro Consultants Company, LLCOTHER$400not reported in the loaded dataset2023

Related Form 5500 pages