Fox Hill Village 401(K) Plan — Form 5500 plan (Fox Hill Village Homeowners Corporation)
Plain-English plan 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, Fox Hill Village 401(K) Plan is a benefit plan reported by Fox Hill Village Homeowners Corporation under EIN 04-3029752 and plan number 002. The latest loaded filing year is 2023. The filing reports 319 participants and $10,740,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Hill Village Homeowners Corporation
- EIN
- 04-3029752
- Plan number
- 002
- Plan type
- 2
- Location
- Westwood, MA
- Latest filing year
- 2023
- Participants
- 319
- End-of-year plan assets
- $10,740,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 319 | H, C | 20241004115030NAL0023604194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,740,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,740,763
- Net assets (BOY)
- $9,922,259
Income & contributions
- Employer contributions
- $606,908
- Participant contributions
- $949,826
- Total contributions
- $1,596,139
- Total income / additions
- $3,182,063
Expenses & distributions
- Benefits paid
- $2,330,740
- Administrative expenses
- $26,681
- Total expenses
- $2,363,559
- Net increase / (decrease)
- $818,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,679 | $0 | 2023 |