2023 Form 5500 filing — Psi Pax, Inc. 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 20241012103631NAL0046537442001) for Psi Pax, Inc. 401(K) Plan, reported by Psi Pax, Inc. under EIN 20-3925597 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012103631NAL0046537442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Psi Pax, Inc.
- EIN
- 20-3925597
- Plan number
- 001
- Location
- California, MD
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,681,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,681,026
- Employer contributions
- $262,740
- Participant contributions
- $1,152,222
- Total income / additions
- $3,337,516
- Benefits paid
- $794,976
- Administrative expenses
- $34,982
- Total expenses
- $836,250
- Net increase / (decrease)
- $2,501,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,516 | $0 |
| Ballast Financial Advisors LLC | ADVISOR | $14,988 | not reported in the loaded dataset |