Fox River Mills 401(K) Plan — Form 5500 plan (Frm Socks 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, Fox River Mills 401(K) Plan is a benefit plan reported by Frm Socks LLC under EIN 61-1804624 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $15,710,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frm Socks LLC
- EIN
- 61-1804624
- Plan number
- 001
- Plan type
- 2
- Location
- Osage, IA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $15,710,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241001121819NAL0003247811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,710,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,710,760
- Net assets (BOY)
- $13,705,140
Income & contributions
- Employer contributions
- $107,912
- Participant contributions
- $552,060
- Total contributions
- $1,556,165
- Total income / additions
- $3,411,656
Expenses & distributions
- Benefits paid
- $1,340,912
- Administrative expenses
- $65,124
- Total expenses
- $1,406,036
- Net increase / (decrease)
- $2,005,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lion Street Advisors LLC | INVESTMENT ADVISOR | $21,250 | not reported in the loaded dataset | 2023 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $21,136 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,014 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,724 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frm Socks LLC
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Osage, IA
- Lion Street Advisors LLC — Schedule C compensation
- Kdv Wealth Management, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation