Plan5500

Fox Specialties, Inc. Employee Benefit Plan — Form 5500 plan (Fox Specialties, 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, Fox Specialties, Inc. Employee Benefit Plan is a benefit plan reported by Fox Specialties, Inc. under EIN 23-2800462 and plan number 501. The latest loaded filing year is 2023. The filing reports 56 participants and $239,847 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fox Specialties, Inc.
EIN
23-2800462
Plan number
501
Plan type
2
Location
Lansdale, PA
Latest filing year
2023
Participants
56
End-of-year plan assets
$239,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202356I, C20240627092059NAL0010892257001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$239,847
Total liabilities (EOY)
$109,826
Net assets (EOY)
$130,021
Net assets (BOY)
$66,280

Income & contributions

Employer contributions
$804,366
Participant contributions
$155,129
Total income / additions
$962,844

Expenses & distributions

Benefits paid
$585,772
Administrative expenses
$5,732
Total expenses
$899,103
Net increase / (decrease)
$63,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon GroupBROKER$12,028not reported in the loaded dataset2023
Onedigital (Philadelphia)BROKER$10,144not reported in the loaded dataset2023
Independence Administrators (Ia)ADMIN$5,532not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,397not reported in the loaded dataset2023
Meritain Health, An Aetna CompanyADMIN$200not reported in the loaded dataset2023

Related Form 5500 pages