2023 Form 5500 filing — Cexec, Inc. 401(K) Profit Sharing Plan & Trust

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 20240829170020NAL0013762033001) for Cexec, Inc. 401(K) Profit Sharing Plan & Trust, reported by Cexec, Inc. under EIN 54-1032435 and plan number 001. It reports 136 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)$24.3MReported net assets$24,336,843

Participants136

Provider compensation$41.2K2 Schedule C row(s)$41,230

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240829170020NAL0013762033001
Plan sponsor: Cexec, Inc.
EIN: 54-1032435
Plan number: 001
Location: Reston, VA
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)$24.3M total assets

Net assets$24.3MLiabilities$0

Money in vs. money out

Total income / additions$5.2M

Total expenses$2M

Benefits paid / distributions$2M

Contributions

Employer$391.9K

Participant$1.2M

Full reported line items

Total assets (EOY): $24,336,843
Total liabilities (EOY): $0
Net assets (EOY): $24,336,843
Employer contributions: $391,859
Participant contributions: $1,213,220
Total income / additions: $5,208,471
Benefits paid: $1,996,450
Administrative expenses: $45,730
Total expenses: $2,042,180
Net increase / (decrease): $3,166,291

Schedule C

Reported service provider compensation

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

1
Merrill Lynch, Pierce, Fenner And S$25.2K
RECORDKEEPER · Direct $25.2K · Indirect $0
2
Gallagher Fiduciary Advisors, LLC$16K
CONSULTANT · Direct $16K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829170020NAL0013762033001 cover?: It is the 2023 Form 5500 filing for Cexec, Inc. 401(K) Profit Sharing Plan & Trust, reported by Cexec, Inc. (EIN 54-1032435).
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).