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JOHN E. FOX, INC. 401K PLAN 401k Plan overview

Plan NameJOHN E. FOX, INC. 401K PLAN
Plan identification number 001

JOHN E. FOX, INC. 401K PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN E. FOX, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. FOX, INC.
Employer identification number (EIN):561094403
NAIC Classification:423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. FOX, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CATHY PARKER2024-06-05
0012022-01-01CATHY PARKER2023-05-12
0012021-01-01CATHY PARKER2022-07-26
0012020-01-01MARY PARKER2021-08-17
0012019-01-01MARY PARKER2020-02-14
0012018-01-01MARY PARKER2019-10-14
0012017-01-01MARY PARKER2018-09-14
0012016-01-01MARY PARKER2017-07-12
0012015-01-01MARY PARKER2016-06-30
0012013-01-01MARY PARKER2014-06-23
0012012-01-01MARY PARKER2013-06-20
0012011-01-01MARY PARKER2012-05-15
0012010-01-01MARY PARKER2011-06-13

Plan Statistics for JOHN E. FOX, INC. 401K PLAN

401k plan membership statisitcs for JOHN E. FOX, INC. 401K PLAN

Measure Date Value
2025: JOHN E. FOX, INC. 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0423
Total number of particpants at end of year2025-06-0421
Number of Participants With Account Balances2025-06-0411
2024: JOHN E. FOX, INC. 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0524
Total number of particpants at end of year2024-06-0523
Number of Participants With Account Balances2024-06-0511
2022: JOHN E. FOX, INC. 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-2613
Total number of particpants at end of year2022-07-2623
Number of Participants With Account Balances2022-07-2612

Financial Data on JOHN E. FOX, INC. 401K PLAN

Measure Date Value
2025 : JOHN E. FOX, INC. 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-04416835
Net assets as of the end of the plan year2025-06-042635101
Total assets as of the beginning of the plan year2025-06-042580477
Value of plan covered by a fidelity bond2025-06-04200000
Participant contributions to plan in this plan year2025-06-0444931
Value of participant loans at end of plan year2025-06-044549
Other expenses paid from plan in this plan year2025-06-0437343
Other income to plan in this plan year2025-06-04416124
Plan net income in this plan year2025-06-0454624
Net assets as of the end of the plan year2025-06-042635101
Net assets as of the beginning of the plan year2025-06-042580477
Employer contributions to plan in this plan year2025-06-0410404
2024 : JOHN E. FOX, INC. 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-05134350
Net assets as of the end of the plan year2024-06-052580477
Total assets as of the beginning of the plan year2024-06-052203350
Value of plan covered by a fidelity bond2024-06-05200000
Participant contributions to plan in this plan year2024-06-0548312
Value of participant loans at end of plan year2024-06-059526
Other expenses paid from plan in this plan year2024-06-0534036
Other income to plan in this plan year2024-06-05453070
Plan net income in this plan year2024-06-05377127
Net assets as of the end of the plan year2024-06-052580477
Net assets as of the beginning of the plan year2024-06-052203350
Employer contributions to plan in this plan year2024-06-0510095
2022 : JOHN E. FOX, INC. 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2645710
Net assets as of the end of the plan year2022-07-262689137
Total assets as of the beginning of the plan year2022-07-262258730
Value of plan covered by a fidelity bond2022-07-26200000
Participant contributions to plan in this plan year2022-07-2648855
Value of participant loans at end of plan year2022-07-2621306
Other expenses paid from plan in this plan year2022-07-2645710
Other income to plan in this plan year2022-07-26416834
Plan net income in this plan year2022-07-26430407
Net assets as of the end of the plan year2022-07-262689137
Net assets as of the beginning of the plan year2022-07-262258730
Employer contributions to plan in this plan year2022-07-2610428

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