2023 Form 5500 filing — Fox Valley Fire & Safety Co., Inc. 401(K) 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 20241003141410NAL0017841200001) for Fox Valley Fire & Safety Co., Inc. 401(K) Plan, reported by Fox Valley Fire & Safety Co., Inc. under EIN 36-2638828 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003141410NAL0017841200001
Filing year
2023
Form type
2
Plan sponsor
Fox Valley Fire & Safety Co., Inc.
EIN
36-2638828
Plan number
001
Location
Elgin, IL
Participants
440
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,576,863
Total liabilities (EOY)
$0
Net assets (EOY)
$28,576,863
Employer contributions
$600,973
Participant contributions
$1,877,420
Total income / additions
$6,813,423
Benefits paid
$1,376,799
Administrative expenses
$93,708
Total expenses
$1,470,507
Net increase / (decrease)
$5,342,916
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$57,157$1,032
Cerity Partners Retirement Plan AdvNONE$36,551not reported in the loaded dataset

Related Form 5500 pages