The Harry Fox Agency LLC Pension Plan — Form 5500 plan (The Harry Fox Agency LLC)
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, The Harry Fox Agency LLC Pension Plan is a benefit plan reported by The Harry Fox Agency LLC under EIN 13-2656874 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $5,380,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Harry Fox Agency LLC
- EIN
- 13-2656874
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $5,380,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20241008080541NAL0008174531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,380,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,380,808
- Net assets (BOY)
- $4,838,669
Income & contributions
- Employer contributions
- $117,929
- Total contributions
- $117,929
- Total income / additions
- $852,883
Expenses & distributions
- Benefits paid
- $279,845
- Administrative expenses
- $30,899
- Total expenses
- $310,744
- Net increase / (decrease)
- $542,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J.P. Morgan Securities LLC | NONE | $30,899 | not reported in the loaded dataset | 2023 |