2023 Form 5500 filing — Fox Valley Tool & Die, Inc. 401(K) And Profit Sharing 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 20250715163624NAL0001470035001) for Fox Valley Tool & Die, Inc. 401(K) And Profit Sharing Plan, reported by Fox Valley Tool & Die, Inc. under EIN 39-1137755 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715163624NAL0001470035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fox Valley Tool & Die, Inc.
- EIN
- 39-1137755
- Plan number
- 001
- Location
- Kaukauna, WI
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,395,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,395,699
- Employer contributions
- $781,284
- Participant contributions
- $985,594
- Total income / additions
- $6,613,341
- Benefits paid
- $4,554,896
- Administrative expenses
- $85,355
- Total expenses
- $4,640,251
- Net increase / (decrease)
- $1,973,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,552 | $0 |