2023 Form 5500 filing — Onx 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 20241011103810NAL0022589441001) for Onx 401(K) Plan, reported by Onx Holdings, Inc. under EIN 85-2626288 and plan number 001. It reports 430 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)$4.9MReported net assets$4,939,363
Participants430
Provider compensation$32.7K2 Schedule C row(s)$32,720
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011103810NAL0022589441001
Plan sponsor
Onx Holdings, Inc.
EIN
85-2626288
Plan number
001
Location
Carrolton, TX
Received date
not reported in the loaded dataset
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$722K
Benefits paid / distributions$628.5K
Contributions
Employer$555.7K
Participant$1.8M
Full reported line items
Total assets (EOY)
$4,939,363
Total liabilities (EOY)
$0
Net assets (EOY)
$4,939,363
Employer contributions
$555,718
Participant contributions
$1,821,952
Total income / additions
$3,211,264
Benefits paid
$628,460
Administrative expenses
$32,720
Total expenses
$721,957
Net increase / (decrease)
$2,489,307

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$30,075$0
Resources Investment Advisors, LLCINVESTMENT MGMT$2,645not reported in the loaded dataset

Related Form 5500 pages