Plan5500

Retirement Plan For Employees Of Fordyce Company — Form 5500 plan (The Fordyce Company)

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, Retirement Plan For Employees Of Fordyce Company is a benefit plan reported by The Fordyce Company under EIN 74-0629110 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $21,120,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Fordyce Company
EIN
74-0629110
Plan number
001
Plan type
2
Location
Victoria, TX
Latest filing year
2023
Participants
231
End-of-year plan assets
$21,120,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241008110843NAL0017441185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,120,132
Total liabilities (EOY)
$0
Net assets (EOY)
$21,120,132
Net assets (BOY)
$20,867,552

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$1,683,590

Expenses & distributions

Benefits paid
$1,301,991
Administrative expenses
$129,019
Total expenses
$1,431,010
Net increase / (decrease)
$252,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyNONE$115,218$02023
First State Trust CompanyNONE$13,676not reported in the loaded dataset2023

Related Form 5500 pages