401k Plan data: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN plan

FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 401k Plan overview

Plan Name	FOX INVESTMENT ENTERPRISES RETIREMENT PLAN
Plan identification number	001

FOX INVESTMENT ENTERPRISES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FOX INVESTMENT ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: FOX INVESTMENT ENTERPRISES, INC.

Employer identification number (EIN): 270761138

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Additional information about FOX INVESTMENT ENTERPRISES, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2009-08-18

Company Identification Number: 20091441857

Legal Registered Office Address: 11951 S Meander Way

Parker
United States of America (USA)
80138

More information about FOX INVESTMENT ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX INVESTMENT ENTERPRISES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2023-01-01 LOREN DRAKE
001 2022-01-01
001 2022-01-01 LOREN DRAKE
001 2021-01-01
001 2021-01-01 LOREN DRAKE
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LOREN DRAKE
001 2016-01-01 LOREN DRAKE LOREN DRAKE 2017-09-26
001 2015-01-01 LOREN DRAKE LOREN DRAKE 2016-07-27
001 2014-01-01 LOREN DRAKE LOREN DRAKE 2015-09-15
001 2013-01-01 LOREN DRAKE LOREN DRAKE 2014-07-22
001 2012-01-01 LOREN DRAKE LOREN DRAKE 2013-07-29
001 2011-01-01 LOREN DRAKE LOREN DRAKE 2012-08-22
001 2010-01-01 LOREN DRAKE LOREN DRAKE 2011-06-07
001 2009-08-19 LOREN DRAKE LOREN DRAKE 2010-05-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2023-01-01	LOREN DRAKE
001	2022-01-01
001	2022-01-01	LOREN DRAKE
001	2021-01-01
001	2021-01-01	LOREN DRAKE
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LOREN DRAKE
001	2016-01-01	LOREN DRAKE	LOREN DRAKE	2017-09-26
001	2015-01-01	LOREN DRAKE	LOREN DRAKE	2016-07-27
001	2014-01-01	LOREN DRAKE	LOREN DRAKE	2015-09-15
001	2013-01-01	LOREN DRAKE	LOREN DRAKE	2014-07-22
001	2012-01-01	LOREN DRAKE	LOREN DRAKE	2013-07-29
001	2011-01-01	LOREN DRAKE	LOREN DRAKE	2012-08-22
001	2010-01-01	LOREN DRAKE	LOREN DRAKE	2011-06-07
001	2009-08-19	LOREN DRAKE	LOREN DRAKE	2010-05-25

Financial Data on FOX INVESTMENT ENTERPRISES RETIREMENT PLAN

Measure	Date	Value
2023 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-07-02	$0
Expenses. Total of all expenses incurred	2023-07-02	$0
Total plan assets at end of year	2023-07-02	$0
Total plan assets at beginning of year	2023-07-02	$0
Other income received	2023-07-02	$0
Net income (gross income less expenses)	2023-07-02	$0
Net plan assets at end of year (total assets less liabilities)	2023-07-02	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-07-02	$0
Assets. Value of employer securities	2023-07-02	$0
2022 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$0
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
2021 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$0
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$0
Other income received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
2020 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$0
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
2019 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$0
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$0
2018 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-497
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$497
Other income received	2018-12-31	$-497
Net income (gross income less expenses)	2018-12-31	$-497
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$497
Assets. Value of employer securities	2018-12-31	$0
2017 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-6,770
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$497
Total plan assets at beginning of year	2017-12-31	$7,267
Other income received	2017-12-31	$-6,770
Net income (gross income less expenses)	2017-12-31	$-6,770
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$497
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$7,267
Assets. Value of employer securities	2017-12-31	$497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-2,073
Expenses. Total of all expenses incurred	2016-12-31	$10
Total plan assets at end of year	2016-12-31	$7,267
Total plan assets at beginning of year	2016-12-31	$9,350
Expenses. Other expenses not covered elsewhere	2016-12-31	$10
Other income received	2016-12-31	$-2,073
Net income (gross income less expenses)	2016-12-31	$-2,083
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,267
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,350
Assets. Value of employer securities	2016-12-31	$7,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-4,947
Expenses. Total of all expenses incurred	2015-12-31	$180
Total plan assets at end of year	2015-12-31	$9,350
Total plan assets at beginning of year	2015-12-31	$14,477
Expenses. Other expenses not covered elsewhere	2015-12-31	$180
Other income received	2015-12-31	$-4,947
Net income (gross income less expenses)	2015-12-31	$-5,127
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,350
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$14,477
Assets. Value of employer securities	2015-12-31	$9,340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-1,651
Expenses. Total of all expenses incurred	2014-12-31	$9,960
Benefits paid (including direct rollovers)	2014-12-31	$9,900
Total plan assets at end of year	2014-12-31	$14,477
Total plan assets at beginning of year	2014-12-31	$26,088
Expenses. Other expenses not covered elsewhere	2014-12-31	$60
Other income received	2014-12-31	$-1,651
Net income (gross income less expenses)	2014-12-31	$-11,611
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$14,477
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$26,088
Assets. Value of employer securities	2014-12-31	$14,287
2013 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-2,020
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$26,088
Total plan assets at beginning of year	2013-12-31	$28,108
Other income received	2013-12-31	$-2,020
Net income (gross income less expenses)	2013-12-31	$-2,020
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$26,088
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$28,108
Assets. Value of employer securities	2013-12-31	$15,941
2012 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-51,110
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$28,108
Total plan assets at beginning of year	2012-12-31	$79,218
Other income received	2012-12-31	$-51,110
Net income (gross income less expenses)	2012-12-31	$-51,110
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$28,108
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$79,218
Assets. Value of employer securities	2012-12-31	$17,965
2011 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-14,756
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$79,218
Total plan assets at beginning of year	2011-12-31	$93,974
Other income received	2011-12-31	$-14,756
Net income (gross income less expenses)	2011-12-31	$-14,756
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$79,218
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$93,974
Assets. Value of employer securities	2011-12-31	$69,079
2010 : FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-26,156
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$93,974
Total plan assets at beginning of year	2010-12-31	$120,130
Other income received	2010-12-31	$-26,156
Net income (gross income less expenses)	2010-12-31	$-26,156
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$93,974
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$120,130
Assets. Value of employer securities	2010-12-31	$83,839

Form 5500 Responses for FOX INVESTMENT ENTERPRISES RETIREMENT PLAN

2023: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FOX INVESTMENT ENTERPRISES RETIREMENT PLAN 2009 form 5500 responses
2009-08-19	Type of plan entity	Single employer plan
2009-08-19	First time form 5500 has been submitted	Yes
2009-08-19	Submission has been amended	No
2009-08-19	This submission is the final filing	No
2009-08-19	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-08-19	Plan is a collectively bargained plan	No
2009-08-19	Plan funding arrangement – Trust	Yes
2009-08-19	Plan benefit arrangement - Trust	Yes

Potentially related plans

FOX INVESTMENT PLAN [EIN = 202141557]

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Company Name:	FOX INVESTMENT ENTERPRISES, INC.
Employer identification number (EIN):	270761138
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2009-08-18
Company Identification Number:	20091441857
Legal Registered Office Address:	11951 S Meander Way Parker United States of America (USA) 80138