Foy & Associates, Pc 401k Profit Sharing Plan — Form 5500 plan (Foy & Associates, Pc)

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, Foy & Associates, Pc 401k Profit Sharing Plan is a benefit plan reported by Foy & Associates, Pc under EIN 38-3687296 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $8,613,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foy & Associates, Pc
EIN
38-3687296
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
179
End-of-year plan assets
$8,613,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241009121345NAL0019147777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,613,764
Total liabilities (EOY)
$123
Net assets (EOY)
$8,613,641
Net assets (BOY)
$5,763,230

Income & contributions

Employer contributions
$426,584
Participant contributions
$904,104
Total contributions
$1,917,868
Total income / additions
$3,035,950

Expenses & distributions

Benefits paid
$162,179
Administrative expenses
$23,360
Total expenses
$185,539
Net increase / (decrease)
$2,850,411

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$22,370$02023
Retirement Plan Administrators, LLCTPA$990not reported in the loaded dataset2023

Related Form 5500 pages