Fox Valley Medical Associates, Ltd. — 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, Fox Valley Medical Associates, Ltd. (EIN 36-3339449) is a plan sponsor located in Aurora, IL 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
36-3339449
Location
Aurora, IL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fox Valley Medical Associates, Ltd.

  • 1 loaded plans hold $13M in reported assets.
  • The largest, Fox Valley Medical Associates, Ltd. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 129 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13MSummed across loaded plans$12,989,392
Total reported assets$13M$12,989,392
Total reported participants129
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13M total assets
Net assets$13MLiabilities$0
Contributions & income
Employer contributions$289.7K
Participant contributions$543K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$543.9K
Total expenses$579.4K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Fox Valley Medical Associates, Ltd. 401(K) Plan
Participants per plan129Average 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 #002 · 129 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fox Valley Medical Associates, Ltd.. Open one for its full reported snapshot.

  1. 2023
    Fox Valley Medical Associates, Ltd. 401(K) Plan129 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fox Valley Medical Associates, Ltd. report on Form 5500?
Fox Valley Medical Associates, Ltd. (EIN 36-3339449) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fox Valley Medical Associates, Ltd.?
The Employer Identification Number (EIN) reported for Fox Valley Medical Associates, Ltd. is 36-3339449.
What is the latest Form 5500 filing year for Fox Valley Medical Associates, Ltd.?
The latest loaded Form 5500 filing year for Fox Valley Medical Associates, Ltd. is 2023.

Related Form 5500 pages