Fox Valley Metrology 401k Plan — Form 5500 plan (Fox Valley Metrology, Ltd.)

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 Metrology 401k Plan is a benefit plan reported by Fox Valley Metrology, Ltd. under EIN 39-1836336 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $9,083,253 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fox Valley Metrology, Ltd.
EIN
39-1836336
Plan number
001
Plan type
3
Location
Oshkosh, WI
Latest filing year
2023
Participants
140
End-of-year plan assets
$9,083,253

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240813073619NAL0010295153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,083,253
Total liabilities (EOY)
$0
Net assets (EOY)
$9,083,253
Net assets (BOY)
$7,044,743

Income & contributions

Employer contributions
$293,215
Participant contributions
$545,462
Total contributions
$908,455
Total income / additions
$2,233,932

Expenses & distributions

Benefits paid
$163,214
Administrative expenses
$30,887
Total expenses
$195,422
Net increase / (decrease)
$2,038,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. JonesRETAINED BY EMPLOYER$18,850not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$10,529$02023

Related Form 5500 pages