Fox Valley Metal Tech LLC — 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 Metal Tech LLC (EIN 39-1655192) is a plan sponsor located in Green Bay, WI 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
39-1655192
Location
Green Bay, WI
Loaded plans
3
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 Metal Tech LLC

  • 3 loaded plans hold $14.4M in reported assets.
  • The largest, Fox Valley Metal Tech LLC 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 437 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.4MSummed across loaded plans$14,368,493
Total reported assets$14.4M$14,371,913
Total reported participants437
Total reported liabilities$3.4K$3,420

Reported net position

Reported assets = net assets + liabilities (summed)$14.4M total assets
Net assets$14.4MLiabilities$3.4K
Contributions & income
Employer contributions$311.7K
Participant contributions$774.7K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.2M
Net increase / (decrease)$279.1K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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 Metal Tech LLC 401(K) Retirement Plan
Participants per plan146Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 193 participants · 2023
  2. 2
    Plan #501 · 146 participants · 2023
  3. 3
    Plan #503 · 98 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fox Valley Metal Tech LLC. Open one for its full reported snapshot.

  1. 2023
    Fox Valley Metal Tech, Inc. Employee Clinic Reimbursement Benefit98 participants · 2No schedules
    View filing →
  2. 2023
    Fox Valley Metal Tech, Inc. Employee Clinic Reimbursement Benefit113 participants · 2No schedules
    View filing →
  3. 2023
    Fox Valley Metal Tech, Inc. Life And Disability Insurance Plan146 participants · 2No schedules
    View filing →
  4. 2023
    Fox Valley Metal Tech, Inc. Employee Clinic Reimbursement Benefit146 participants · 2No schedules
    View filing →
  5. 2023
    Fox Valley Metal Tech LLC 401(K) Retirement Plan193 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fox Valley Metal Tech LLC report on Form 5500?
Fox Valley Metal Tech LLC (EIN 39-1655192) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fox Valley Metal Tech LLC?
The Employer Identification Number (EIN) reported for Fox Valley Metal Tech LLC is 39-1655192.
What is the latest Form 5500 filing year for Fox Valley Metal Tech LLC?
The latest loaded Form 5500 filing year for Fox Valley Metal Tech LLC is 2023.

Related Form 5500 pages