2023 Form 5500 filing — Foley Savings 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 20240919152525NAL0002439107001) for Foley Savings Plan, reported by Foley Industries, Inc. under EIN 48-1043293 and plan number 001. It reports 1,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$106.6MReported net assets$106,596,584

Participants1.4K1,430

Provider compensation$136.1K2 Schedule C row(s)$136,070

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240919152525NAL0002439107001
Plan sponsor: Foley Industries, Inc.
EIN: 48-1043293
Plan number: 001
Location: Wichita, KS
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$106.9M total assets

Net assets$106.6MLiabilities$264.2K

Money in vs. money out

Total income / additions$28.4M

Total expenses$5.9M

Benefits paid / distributions$5.7M

Contributions

Employer$4.2M

Participant$8.4M

Full reported line items

Total assets (EOY): $106,860,794
Total liabilities (EOY): $264,210
Net assets (EOY): $106,596,584
Employer contributions: $4,207,848
Participant contributions: $8,426,010
Total income / additions: $28,443,227
Benefits paid: $5,733,733
Administrative expenses: $136,070
Total expenses: $5,869,840
Net increase / (decrease): $22,573,387

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$130K
CONTRACT ADMINISTRATOR · Direct $130K · Indirect $0
2
Creative Planning$6.1K
INVESTMENT ADVISORY · Direct $6.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919152525NAL0002439107001 cover?: It is the 2023 Form 5500 filing for Foley Savings Plan, reported by Foley Industries, Inc. (EIN 48-1043293).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).