2023 Form 5500 filing — Checkmarx Inc 401 K Profit Sharing 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 20241014092753NAL0014700115003) for Checkmarx Inc 401 K Profit Sharing Plan Trust, reported by Checkmarx Inc under EIN 46-3714840 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092753NAL0014700115003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Checkmarx Inc
- EIN
- 46-3714840
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,986,753
- Net assets (EOY)
- $13,986,753
- Employer contributions
- $387,067
- Participant contributions
- $2,191,178
- Total income / additions
- $5,159,975
- Benefits paid
- $1,293,243
- Administrative expenses
- $55,015
- Total expenses
- $1,348,258
- Net increase / (decrease)
- $3,811,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | INVESTMENT ADVISORY | $0 | $39,130 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,729 | $0 |
| Hallowell 401(K) | AUDITOR | $18,437 | not reported in the loaded dataset |
| Planned Retirement Consultants & Ad | TPA | $1,800 | $5,181 |