Fox Management Rehabilitation Services LLC 401(K) Plan — Form 5500 plan (Fox Management Rehabilitation Services 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, Fox Management Rehabilitation Services LLC 401(K) Plan is a benefit plan reported by Fox Management Rehabilitation Services LLC under EIN 83-3020179 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,988 participants and $100,504,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Management Rehabilitation Services LLC
- EIN
- 83-3020179
- Plan number
- 001
- Plan type
- 3
- Location
- Cherry Hill, NJ
- Latest filing year
- 2023
- Participants
- 3,988
- End-of-year plan assets
- $100,504,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,988 | H, C | 20241112104723NAL0009211107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,504,079
- Net assets (EOY)
- $100,504,079
- Net assets (BOY)
- $79,015,610
Income & contributions
- Employer contributions
- $865,061
- Participant contributions
- $11,595,451
- Total contributions
- $13,290,780
- Total income / additions
- $27,076,046
Expenses & distributions
- Benefits paid
- $5,281,443
- Administrative expenses
- $237,550
- Total expenses
- $5,587,620
- Net increase / (decrease)
- $21,488,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $141,520 | $0 | 2023 |
| Usi Advisors Inc | ADVISOR | $48,750 | not reported in the loaded dataset | 2023 |
| Marcum Llp | AUDITOR | $35,280 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates Inc | ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fox Management Rehabilitation Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cherry Hill, NJ
- Transamerica Financial Life Ins Co — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation