Foley Products Company, LLC 401(K) Plan — Form 5500 plan (Foley Products Company, 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, Foley Products Company, LLC 401(K) Plan is a benefit plan reported by Foley Products Company, LLC under EIN 20-2316013 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $11,341,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foley Products Company, LLC
EIN
20-2316013
Plan number
001
Plan type
2
Location
Newnan, GA
Latest filing year
2023
Participants
360
End-of-year plan assets
$11,341,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20241025102004NAL0000119872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,341,610
Total liabilities (EOY)
$0
Net assets (EOY)
$11,341,610
Net assets (BOY)
$0

Income & contributions

Employer contributions
$613,094
Participant contributions
$1,416,958
Total contributions
$2,322,887
Total income / additions
$3,895,265

Expenses & distributions

Benefits paid
$1,027,689
Administrative expenses
$13,224
Total expenses
$1,050,761
Net increase / (decrease)
$2,844,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$13,187not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$37not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages