John Fox Scholarship Fund — Form 5500 plan (John Fox Scholarship Fund)
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, John Fox Scholarship Fund is a benefit plan reported by John Fox Scholarship Fund under EIN 23-2652470 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,495 participants and $1,056,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Fox Scholarship Fund
- EIN
- 23-2652470
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,495
- End-of-year plan assets
- $1,056,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,495 | H, C | 20240724133118NAL0008194163002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,056,038
- Total liabilities (EOY)
- $16,579
- Net assets (EOY)
- $1,039,459
- Net assets (BOY)
- $893,135
Income & contributions
- Employer contributions
- $10,443
- Total contributions
- $10,443
- Total income / additions
- $235,685
Expenses & distributions
- Benefits paid
- $16,500
- Administrative expenses
- $72,861
- Total expenses
- $89,361
- Net increase / (decrease)
- $146,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Phila Joint Board | RELATED PARTY | $37,788 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $13,800 | not reported in the loaded dataset | 2023 |
| Fsc Securities Corporation | NONE | $8,912 | not reported in the loaded dataset | 2023 |
| Meranze & Katz | NONE | $6,006 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Fox Scholarship Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Phila Joint Board — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Fsc Securities Corporation — Schedule C compensation
- Meranze & Katz — Schedule C compensation