2023 Form 5500 filing — Netrix, LLC 401(K) 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 20241003092352NAL0016748464001) for Netrix, LLC 401(K) Plan & Trust, reported by Netrix, LLC under EIN 36-4413678 and plan number 001. It reports 660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241003092352NAL0016748464001
Filing year
2023
Form type
2
Plan sponsor
Netrix, LLC
EIN
36-4413678
Plan number
001
Location
Bannockburn, IL
Participants
660
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,384,646
Total liabilities (EOY)
$0
Net assets (EOY)
$41,384,646
Employer contributions
$1,134,773
Participant contributions
$3,676,253
Total income / additions
$11,627,648
Benefits paid
$4,252,178
Administrative expenses
$6,250
Total expenses
$4,267,586
Net increase / (decrease)
$7,360,062
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fgmk Financial Services, LLCTPA$0$17,210

Related Form 5500 pages