Plan5500

Ewing-Foley, Inc. Salary Deferral Plan — Form 5500 plan (Ewing-Foley, 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, Ewing-Foley, Inc. Salary Deferral Plan is a benefit plan reported by Ewing-Foley, Inc. under EIN 94-1535556 and plan number 004. The latest loaded filing year is 2023. The filing reports 152 participants and $17,395,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ewing-Foley, Inc.
EIN
94-1535556
Plan number
004
Plan type
2
Location
Cupertino, CA
Latest filing year
2023
Participants
152
End-of-year plan assets
$17,395,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20250414145256NAL0001861809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,395,797
Total liabilities (EOY)
$0
Net assets (EOY)
$17,395,797
Net assets (BOY)
$15,387,472

Income & contributions

Employer contributions
$47,878
Participant contributions
$794,954
Total contributions
$1,124,809
Total income / additions
$3,527,550

Expenses & distributions

Benefits paid
$1,464,631
Administrative expenses
$54,594
Total expenses
$1,519,225
Net increase / (decrease)
$2,008,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$42,237$02023
Newport Group ConsultingCONSULTANT$12,357not reported in the loaded dataset2023

Related Form 5500 pages