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FOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameFOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

FOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

FOX VALLEY INSTITUTE FOR has sponsored the creation of one or more 401k plans.

Company Name:FOX VALLEY INSTITUTE FOR
Employer identification number (EIN):364426712
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURA BOKAR2024-04-20
0012022-01-01LAURA BOKAR2023-03-29
0012021-01-01LAURA BOKAR2022-06-01
0012020-01-01LAURA BOKAR2021-06-16
0012019-01-01LAURA BOKAR2020-04-20
0012018-01-01COLLEEN WIEST2019-05-13
0012017-01-01LAURA BOKAR2018-05-16
0012016-01-01LAURA BOKAR2017-07-12
0012015-01-01LAURA BOKAR2016-05-23
0012014-01-01LAURA BOKAR2015-06-01
0012013-01-01LAURA BOKAR2014-05-19
0012012-01-01FOX VALLEY INSTITUTE FOR2013-07-15
0012011-01-01FOX VALLEY INSTITUTE FOR2012-07-16
0012010-01-01FOX VALLEY INSTITUTE FOR2011-07-28

Financial Data on FOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : FOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-03130116
Net assets as of the end of the plan year2025-04-03358076
Total assets as of the beginning of the plan year2025-04-03347897
Value of plan covered by a fidelity bond2025-04-0334790
Participant contributions to plan in this plan year2025-04-0376243
Value of participant loans at end of plan year2025-04-037556
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-0364052
Plan net income in this plan year2025-04-0310179
Net assets as of the end of the plan year2025-04-03358076
Net assets as of the beginning of the plan year2025-04-03347897
Employer contributions to plan in this plan year2025-04-030
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-031599
2024 : FOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-200
Total liabilities as of the end of the plan year2024-04-200
Total liabilities as of the beginning of the plan year2024-04-200
Total expenses incurred by plan in this plan year2024-04-20846
Net assets as of the end of the plan year2024-04-20347897
Total assets as of the beginning of the plan year2024-04-20260387
Value of plan covered by a fidelity bond2024-04-2026039
Participant contributions to plan in this plan year2024-04-2033073
Value of participant loans at end of plan year2024-04-206630
Other expenses paid from plan in this plan year2024-04-200
Other contributions to plan in this plan year2024-04-200
Other income to plan in this plan year2024-04-2055283
Plan net income in this plan year2024-04-2087510
Net assets as of the end of the plan year2024-04-20347897
Net assets as of the beginning of the plan year2024-04-20260387
Employer contributions to plan in this plan year2024-04-200
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-20846
2022 : FOX VALLEY INSTITUTE FOR 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-010
Total liabilities as of the end of the plan year2022-06-010
Total liabilities as of the beginning of the plan year2022-06-010
Total expenses incurred by plan in this plan year2022-06-01610
Net assets as of the end of the plan year2022-06-01270911
Total assets as of the beginning of the plan year2022-06-01183361
Value of plan covered by a fidelity bond2022-06-0120000
Participant contributions to plan in this plan year2022-06-0162147
Value of participant loans at end of plan year2022-06-016463
Other expenses paid from plan in this plan year2022-06-010
Other contributions to plan in this plan year2022-06-010
Other income to plan in this plan year2022-06-0126013
Plan net income in this plan year2022-06-0187550
Net assets as of the end of the plan year2022-06-01270911
Net assets as of the beginning of the plan year2022-06-01183361
Employer contributions to plan in this plan year2022-06-010
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-01610

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