2023 Form 5500 filing — T-Rex Solutions, LLC 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 20240917102428NAL0001078611001) for T-Rex Solutions, LLC 401 (K) & Profit Sharing Plan, reported by T-Rex Solutions, LLC under EIN 54-1926691 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917102428NAL0001078611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T-Rex Solutions, LLC
- EIN
- 54-1926691
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,465,760
- Net assets (EOY)
- $23,465,760
- Employer contributions
- $1,282,083
- Participant contributions
- $2,706,183
- Total income / additions
- $9,231,281
- Benefits paid
- $4,015,250
- Administrative expenses
- $58,016
- Total expenses
- $4,073,266
- Net increase / (decrease)
- $5,158,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,016 | $0 |
| Fiduciary Wealth Management LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |