2023 Form 5500 filing — Centrix Incorporated 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716145542NAL0005471120001) for Centrix Incorporated 401(K) Profit Sharing Plan, reported by Centrix, Inc. under EIN 06-0864733 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.7MReported net assets$13,705,356
Participants120
Provider compensation$41.5K3 Schedule C row(s)$41,498
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240716145542NAL0005471120001
Plan sponsor
Centrix, Inc.
EIN
06-0864733
Plan number
002
Location
Shelton, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.7M total assets
Net assets$13.7MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$654.1K
Benefits paid / distributions$649.8K
Contributions
Employer$220.9K
Participant$457.7K
Full reported line items
Total assets (EOY)
$13,705,356
Total liabilities (EOY)
$0
Net assets (EOY)
$13,705,356
Employer contributions
$220,851
Participant contributions
$457,694
Total income / additions
$2,599,542
Benefits paid
$649,783
Administrative expenses
$4,274
Total expenses
$654,057
Net increase / (decrease)
$1,945,485
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISOR · Direct $0 · Indirect $29.1K
  2. 2
    CONTRACT ADMIN · Direct $0 · Indirect $10K
  3. 3
    RECORDKEEPER · Direct $2.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716145542NAL0005471120001 cover?
It is the 2023 Form 5500 filing for Centrix Incorporated 401(K) Profit Sharing Plan, reported by Centrix, Inc. (EIN 06-0864733).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages