Fox Associates Retirement Savings Plan — Form 5500 plan (Fox Associates, L.L.C.)
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 Associates Retirement Savings Plan is a benefit plan reported by Fox Associates, L.L.C. under EIN 43-1236719 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $11,656,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Associates, L.L.C.
- EIN
- 43-1236719
- Plan number
- 001
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $11,656,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241003163536NAL0018221248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,656,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,656,179
- Net assets (BOY)
- $9,751,293
Income & contributions
- Employer contributions
- $286,390
- Participant contributions
- $346,964
- Total contributions
- $633,354
- Total income / additions
- $2,057,538
Expenses & distributions
- Benefits paid
- $90,145
- Administrative expenses
- $60,689
- Total expenses
- $152,652
- Net increase / (decrease)
- $1,904,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $39,302 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,404 | $0 | 2023 |
| Anders Minkler Huber & Helm Llp Dba | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,983 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fox Associates, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Commonwealth Equity Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Anders Minkler Huber & Helm Llp Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation