Kenneth Fox Supply Company 401(K) Profit Sharing Plan — Form 5500 plan (Kenneth Fox Supply Company)
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, Kenneth Fox Supply Company 401(K) Profit Sharing Plan is a benefit plan reported by Kenneth Fox Supply Company under EIN 74-1670882 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $7,476,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kenneth Fox Supply Company
- EIN
- 74-1670882
- Plan number
- 001
- Plan type
- 2
- Location
- Mcallen, TX
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $7,476,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20250616133556NAL0000935697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,476,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,476,025
- Net assets (BOY)
- $5,812,821
Income & contributions
- Employer contributions
- $379,142
- Participant contributions
- $624,759
- Total contributions
- $1,097,007
- Total income / additions
- $2,223,306
Expenses & distributions
- Benefits paid
- $496,293
- Administrative expenses
- $63,809
- Total expenses
- $560,102
- Net increase / (decrease)
- $1,663,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | REGISTERED INVESTMENT AD | $22,230 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $9,141 | $0 | 2023 |
| Wilshire Associates Inc(Usa) | REGISTERED INVESTMENT AD | $1,270 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kenneth Fox Supply Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mcallen, TX
- Lpl Financial LLC - Rpcp — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc(Usa) — Schedule C compensation