2023 Form 5500 filing — Pernix Group 401(K) Retirement 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 20240731090056NAL0021974129001) for Pernix Group 401(K) Retirement Plan, reported by Pernix Group Inc. under EIN 36-4025775 and plan number 002. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731090056NAL0021974129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pernix Group Inc.
- EIN
- 36-4025775
- Plan number
- 002
- Location
- Lombard, IL
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,570,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,570,570
- Employer contributions
- $1,248,671
- Participant contributions
- $2,555,738
- Total income / additions
- $10,312,183
- Benefits paid
- $2,862,611
- Administrative expenses
- $91,581
- Total expenses
- $2,954,192
- Net increase / (decrease)
- $7,357,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $45,870 | $0 |
| Mma Securities LLC | NONE | $32,500 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $14,161 | not reported in the loaded dataset |