2023 Form 5500 filing — Fox Subacute 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 20240927053715NAL0003100576001) for Fox Subacute 401(K) Profit Sharing Plan, reported by Fox Subacute Management Inc. under EIN 23-2467051 and plan number 001. It reports 272 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)$3.8MReported net assets$3,776,534
Participants272
Provider compensation$16.8K2 Schedule C row(s)$16,755
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927053715NAL0003100576001
Plan sponsor
Fox Subacute Management Inc.
EIN
23-2467051
Plan number
001
Location
Trappe, PA
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$946.1K
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
EmployerNot reported
Participant$280.3K
Full reported line items
Total assets (EOY)
$3,776,534
Total liabilities (EOY)
$0
Net assets (EOY)
$3,776,534
Participant contributions
$280,326
Total income / additions
$946,082
Benefits paid
$2,371,564
Administrative expenses
$19,749
Total expenses
$2,417,430
Net increase / (decrease)
-$1,471,348
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $13K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $3.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927053715NAL0003100576001 cover?
It is the 2023 Form 5500 filing for Fox Subacute 401(K) Profit Sharing Plan, reported by Fox Subacute Management Inc. (EIN 23-2467051).
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).

Related Form 5500 pages