2023 Form 5500 filing — Fox Associates Retirement 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 20241003163536NAL0018221248001) for Fox Associates Retirement Savings Plan, reported by Fox Associates, L.L.C. under EIN 43-1236719 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003163536NAL0018221248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fox Associates, L.L.C.
- EIN
- 43-1236719
- Plan number
- 001
- Location
- St Louis, MO
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,656,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,656,179
- Employer contributions
- $286,390
- Participant contributions
- $346,964
- Total income / additions
- $2,057,538
- Benefits paid
- $90,145
- Administrative expenses
- $60,689
- Total expenses
- $152,652
- Net increase / (decrease)
- $1,904,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $39,302 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,404 | $0 |
| Anders Minkler Huber & Helm Llp Dba | AUDITOR | $8,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,983 | not reported in the loaded dataset |