2023 Form 5500 filing — Xenium 401(K) Retirement Savings 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 20241015184333NAL0015269859001) for Xenium 401(K) Retirement Savings Plan, reported by Xenium Resources, Inc. under EIN 93-1277996 and plan number 006. It reports 2,762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184333NAL0015269859001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Xenium Resources, Inc.
- EIN
- 93-1277996
- Plan number
- 006
- Location
- Tualatin, OR
- Participants
- 2,762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,966,158
- Total liabilities (EOY)
- $44,928
- Net assets (EOY)
- $117,921,230
- Employer contributions
- $3,989,365
- Participant contributions
- $9,164,920
- Total income / additions
- $31,918,820
- Benefits paid
- $10,555,606
- Administrative expenses
- $616,093
- Total expenses
- $11,216,330
- Net increase / (decrease)
- $20,702,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $560,446 | $9,040 |
| Pension Plan Specialists, Pc | NONE | $68,336 | $393,089 |
| Opportunus Wealth Management, LLC | INVESTMENT ADVISORY | $0 | $98,003 |
| Howell Straczek LLC | AUDITOR | $0 | $22,500 |