John Fox Scholarship Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, John Fox Scholarship Fund (EIN 23-2652470) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2652470
Location
Philadelphia, PA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,039,459
Total reported assets$1.1M$1,056,038
Total reported participants1.5K1,495
Total reported liabilities$16.6K$16,579

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1MLiabilities$16.6K
Contributions & income
Employer contributions$10.4K
Participant contributionsNot reported
Total income / additions$235.7K
Expenses & distributions
Benefits paid / distributions$16.5K
Total expenses$89.4K
Net increase / (decrease)$146.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%John Fox Scholarship Fund
Participants per plan1,495Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #501 · 1,495 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for John Fox Scholarship Fund
YearPlanParticipantsSchedulesFiling
2023John Fox Scholarship Fund1,495H, C20240724133118NAL0008194163002

Related Form 5500 pages