Fordyce 401(K) And Profit Sharing Plan — Form 5500 plan (Fordyce Holdings, 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, Fordyce 401(K) And Profit Sharing Plan is a benefit plan reported by Fordyce Holdings, Inc. under EIN 74-0629110 and plan number 002. The latest loaded filing year is 2023. The filing reports 18 participants and $1,984,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fordyce Holdings, Inc.
- EIN
- 74-0629110
- Plan number
- 002
- Plan type
- 2
- Location
- Victoria, TX
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $1,984,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240930114343NAL0011061746001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,984,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,984,658
- Net assets (BOY)
- $1,704,017
Income & contributions
- Employer contributions
- $23,920
- Participant contributions
- $53,101
- Total income / additions
- $337,648
Expenses & distributions
- Benefits paid
- $56,957
- Administrative expenses
- $50
- Total expenses
- $57,007
- Net increase / (decrease)
- $280,641
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.