Fox Valley Tool & Die, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Fox Valley Tool & Die, 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 Valley Tool & Die, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Fox Valley Tool & Die, Inc. under EIN 39-1137755 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $25,395,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fox Valley Tool & Die, Inc.
EIN
39-1137755
Plan number
001
Plan type
2
Location
Kaukauna, WI
Latest filing year
2023
Participants
191
End-of-year plan assets
$25,395,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20250715163624NAL0001470035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,395,699
Total liabilities (EOY)
$0
Net assets (EOY)
$25,395,699
Net assets (BOY)
$23,422,609

Income & contributions

Employer contributions
$781,284
Participant contributions
$985,594
Total contributions
$1,819,739
Total income / additions
$6,613,341

Expenses & distributions

Benefits paid
$4,554,896
Administrative expenses
$85,355
Total expenses
$4,640,251
Net increase / (decrease)
$1,973,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$10,552$02023

Related Form 5500 pages