Foster Caviness Company 401(K) Plan — Form 5500 plan (Foster Caviness Company, 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, Foster Caviness Company 401(K) Plan is a benefit plan reported by Foster Caviness Company, Inc. under EIN 56-0507149 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $1,647,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foster Caviness Company, Inc.
- EIN
- 56-0507149
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $1,647,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241015131054NAL0049551504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,647,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,647,388
- Net assets (BOY)
- $752,594
Income & contributions
- Employer contributions
- $22,607
- Participant contributions
- $267,740
- Total contributions
- $827,648
- Total income / additions
- $1,014,641
Expenses & distributions
- Benefits paid
- $100,824
- Administrative expenses
- $19,023
- Total expenses
- $119,847
- Net increase / (decrease)
- $894,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Maxus Plan Solutions Inc | TPA | $5,125 | $462 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $4,856 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Of Americ | RECORDKEEPER | $2,291 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $160 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foster Caviness Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Greensboro, NC
- Maxus Plan Solutions Inc — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Of Americ — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation