2023 Form 5500 filing — Retirement Plan For Employees Of Fordyce Company
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 20241008110843NAL0017441185001) for Retirement Plan For Employees Of Fordyce Company, reported by The Fordyce Company under EIN 74-0629110 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110843NAL0017441185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Fordyce Company
- EIN
- 74-0629110
- Plan number
- 001
- Location
- Victoria, TX
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,120,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,120,132
- Employer contributions
- $0
- Total income / additions
- $1,683,590
- Benefits paid
- $1,301,991
- Administrative expenses
- $129,019
- Total expenses
- $1,431,010
- Net increase / (decrease)
- $252,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $115,218 | $0 |
| First State Trust Company | NONE | $13,676 | not reported in the loaded dataset |