2023 Form 5500 filing — Saalex Solutions, Inc. 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 20241007064111NAL0026899232001) for Saalex Solutions, Inc. 401(K) Plan & Trust, reported by Saalex Corporation Dba Saalex So under EIN 88-0438999 and plan number 001. It reports 910 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064111NAL0026899232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saalex Corporation Dba Saalex So
- EIN
- 88-0438999
- Plan number
- 001
- Location
- Camarillo, CA
- Participants
- 910
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,242,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,242,514
- Employer contributions
- $939,354
- Participant contributions
- $3,490,510
- Total income / additions
- $10,018,305
- Benefits paid
- $3,280,360
- Administrative expenses
- $70,099
- Total expenses
- $3,420,252
- Net increase / (decrease)
- $6,598,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $53,719 | $0 |
| Adp, Inc. | RECORD KEEPER | $16,380 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |