2023 Form 5500 filing — Pax8 401(K) 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 20241010124658NAL0020092417001) for Pax8 401(K) Plan, reported by Pax8, Inc. under EIN 90-0781532 and plan number 001. It reports 1,165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124658NAL0020092417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pax8, Inc.
- EIN
- 90-0781532
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 1,165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,174,909
- Total liabilities (EOY)
- $9,871
- Net assets (EOY)
- $32,165,038
- Employer contributions
- $1,911,331
- Participant contributions
- $7,790,171
- Total income / additions
- $15,414,942
- Benefits paid
- $1,525,117
- Administrative expenses
- $50,820
- Total expenses
- $1,606,064
- Net increase / (decrease)
- $13,808,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpha Capital Management Group LLC | SERVICE PROVIDER | $0 | $107,221 |
| Compass | TPA | $0 | $11,102 |