401(K) Plan For Foxrock Ranch, LLC — Form 5500 plan (Foxrock Ranch Holding Company, LLC)
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, 401(K) Plan For Foxrock Ranch, LLC is a benefit plan reported by Foxrock Ranch Holding Company, LLC under EIN 82-1276282 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $5,317,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foxrock Ranch Holding Company, LLC
- EIN
- 82-1276282
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $5,317,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241008171407NAL0008609347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,317,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,317,863
- Net assets (BOY)
- $3,619,208
Income & contributions
- Employer contributions
- $439,130
- Participant contributions
- $888,699
- Total contributions
- $1,327,829
- Total income / additions
- $2,103,808
Expenses & distributions
- Benefits paid
- $383,244
- Administrative expenses
- $21,909
- Total expenses
- $405,153
- Net increase / (decrease)
- $1,698,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $13,036 | not reported in the loaded dataset | 2023 |
| Melton & Melton Llp | ACCOUNTING | $8,873 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $3,536 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foxrock Ranch Holding Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Alliance Pension Consultants, LLC — Schedule C compensation
- Melton & Melton Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation