Fox Factory, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fox Factory, 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, Fox Factory, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fox Factory, Inc. under EIN 94-2472535 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,966 participants and $69,542,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Factory, Inc.
- EIN
- 94-2472535
- Plan number
- 003
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 3,966
- End-of-year plan assets
- $69,542,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,966 | H, C | 20240911101021NAL0008351921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,542,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,542,956
- Net assets (BOY)
- $47,466,287
Income & contributions
- Employer contributions
- $3,166,364
- Participant contributions
- $9,303,754
- Total contributions
- $19,125,207
- Total income / additions
- $28,969,663
Expenses & distributions
- Benefits paid
- $6,506,475
- Administrative expenses
- $240,136
- Total expenses
- $6,892,994
- Net increase / (decrease)
- $22,076,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $159,141 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $49,653 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $30,942 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
| Pacific Coastal Pension Services | OTHER | -$400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fox Factory, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Pacific Coastal Pension Services — Schedule C compensation