2023 Form 5500 filing — Fox Management Rehabilitation Services LLC 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 20241112104723NAL0009211107001) for Fox Management Rehabilitation Services LLC 401(K) Plan, reported by Fox Management Rehabilitation Services LLC under EIN 83-3020179 and plan number 001. It reports 3,988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112104723NAL0009211107001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fox Management Rehabilitation Services LLC
- EIN
- 83-3020179
- Plan number
- 001
- Location
- Cherry Hill, NJ
- Participants
- 3,988
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,504,079
- Net assets (EOY)
- $100,504,079
- Employer contributions
- $865,061
- Participant contributions
- $11,595,451
- Total income / additions
- $27,076,046
- Benefits paid
- $5,281,443
- Administrative expenses
- $237,550
- Total expenses
- $5,587,620
- Net increase / (decrease)
- $21,488,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $141,520 | $0 |
| Usi Advisors Inc | ADVISOR | $48,750 | not reported in the loaded dataset |
| Marcum Llp | AUDITOR | $35,280 | not reported in the loaded dataset |
| Raymond James & Associates Inc | ADVISOR | $12,000 | not reported in the loaded dataset |