2023 Form 5500 filing — Fox Factory, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911101021NAL0008351921001) for Fox Factory, Inc. 401(K) Profit Sharing Plan, reported by Fox Factory, Inc. under EIN 94-2472535 and plan number 003. It reports 3,966 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911101021NAL0008351921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fox Factory, Inc.
- EIN
- 94-2472535
- Plan number
- 003
- Location
- Duluth, GA
- Participants
- 3,966
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,542,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,542,956
- Employer contributions
- $3,166,364
- Participant contributions
- $9,303,754
- Total income / additions
- $28,969,663
- Benefits paid
- $6,506,475
- Administrative expenses
- $240,136
- Total expenses
- $6,892,994
- Net increase / (decrease)
- $22,076,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $159,141 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $49,653 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT MGMT | $30,942 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset |
| Pacific Coastal Pension Services | OTHER | -$400 | not reported in the loaded dataset |