Foxdale Village 403(B) Plan — Form 5500 plan (Foxdale Village 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, Foxdale Village 403(B) Plan is a benefit plan reported by Foxdale Village Corporation under EIN 25-1542218 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $9,995,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foxdale Village Corporation
- EIN
- 25-1542218
- Plan number
- 001
- Plan type
- 2
- Location
- State College, PA
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $9,995,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241015080227NAL0014220515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,995,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,995,757
- Net assets (BOY)
- $8,727,870
Income & contributions
- Employer contributions
- $414,124
- Participant contributions
- $404,928
- Total contributions
- $878,305
- Total income / additions
- $2,268,434
Expenses & distributions
- Benefits paid
- $980,385
- Administrative expenses
- $20,162
- Total expenses
- $1,000,547
- Net increase / (decrease)
- $1,267,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Securities Inc | BROKER/ADVISER | $0 | $25,288 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,019 | $0 | 2023 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $5,161 | 2023 |
| Empower Annuity Insurance Company | INVESTMENT MANAGEMENT | $143 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foxdale Village Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in State College, PA
- Usi Securities Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- The Paragon Alliance Group, LLC — Schedule C compensation