Frm 401(K) Retirement Plan — Form 5500 plan (Fox-Rowden-Mcbrayer, 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, Frm 401(K) Retirement Plan is a benefit plan reported by Fox-Rowden-Mcbrayer, Inc. under EIN 58-1051947 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $18,988,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fox-Rowden-Mcbrayer, Inc.
EIN
58-1051947
Plan number
001
Plan type
2
Location
Buford, GA
Latest filing year
2023
Participants
136
End-of-year plan assets
$18,988,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241014082041NAL0045297200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,988,654
Total liabilities (EOY)
$0
Net assets (EOY)
$18,988,654
Net assets (BOY)
$15,355,649

Income & contributions

Employer contributions
$315,050
Participant contributions
$891,602
Total contributions
$1,410,053
Total income / additions
$5,319,356

Expenses & distributions

Benefits paid
$1,660,787
Administrative expenses
$13,663
Total expenses
$1,686,351
Net increase / (decrease)
$3,633,005

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolas & Co. Inc.INVESTMENT ADVISOR$33,489not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$19,826$02023

Related Form 5500 pages