2023 Form 5500 filing — Robert Fox, 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 20241014131030NAL0027353873001) for Robert Fox, Inc. 401(K) Plan, reported by Robert Fox, Inc. under EIN 11-2893886 and plan number 001. It reports 295 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)$6.6MReported net assets$6,570,564
Participants295
Provider compensation$45K2 Schedule C row(s)$45,039
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014131030NAL0027353873001
- Plan sponsor
- Robert Fox, Inc.
- EIN
- 11-2893886
- Plan number
- 001
- Location
- Mineola, NY
- Received date
- not reported in the loaded dataset
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,570,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,570,564
- Employer contributions
- $58,721
- Participant contributions
- $389,994
- Total income / additions
- $1,348,023
- Benefits paid
- $800,050
- Administrative expenses
- $45,146
- Total expenses
- $843,461
- Net increase / (decrease)
- $504,562
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Asset Strategies Inc | ADVISOR | $30,270 | not reported in the loaded dataset |
| Td Ameritrade Trust Company | RECORDKEEPER | $14,769 | $0 |