2023 Form 5500 filing — The Harry Fox Agency LLC Pension 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 20241008080541NAL0008174531001) for The Harry Fox Agency LLC Pension Plan, reported by The Harry Fox Agency LLC under EIN 13-2656874 and plan number 001. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008080541NAL0008174531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Harry Fox Agency LLC
- EIN
- 13-2656874
- Plan number
- 001
- Location
- New York, NY
- Participants
- 105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,380,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,380,808
- Employer contributions
- $117,929
- Total income / additions
- $852,883
- Benefits paid
- $279,845
- Administrative expenses
- $30,899
- Total expenses
- $310,744
- Net increase / (decrease)
- $542,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J.P. Morgan Securities LLC | NONE | $30,899 | not reported in the loaded dataset |