Fogle'S, Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (Fogle'S, Inc.)
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, Fogle'S, Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Fogle'S, Inc. under EIN 57-0832371 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $6,175,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fogle'S, Inc.
- EIN
- 57-0832371
- Plan number
- 001
- Plan type
- 2
- Location
- Neeses, SC
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $6,175,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241010075201NAL0039447666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,175,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,175,948
- Net assets (BOY)
- $5,347,558
Income & contributions
- Employer contributions
- $320,854
- Participant contributions
- $426,718
- Total contributions
- $747,572
- Total income / additions
- $1,567,689
Expenses & distributions
- Benefits paid
- $681,265
- Administrative expenses
- $55,002
- Total expenses
- $739,299
- Net increase / (decrease)
- $828,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moss & Yantis | AUDITOR | $17,425 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner Smith I | INVESTMENT ADVISOR | $16,980 | not reported in the loaded dataset | 2023 |
| Ascensus Holding/Dba Future Plan | CONTRACT ADMIN | $12,484 | $2,797 | 2023 |
| Empower Annuity Ins Co, | RECORDKEEPER | $3,325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fogle'S, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Neeses, SC
- Moss & Yantis — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith I — Schedule C compensation
- Ascensus Holding/Dba Future Plan — Schedule C compensation
- Empower Annuity Ins Co, — Schedule C compensation