2023 Form 5500 filing — Carrix, Inc. 401(K) Plan For Union Employees
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 20241114173754NAL0030760032001) for Carrix, Inc. 401(K) Plan For Union Employees, reported by Carrix, Inc. under EIN 91-1653735 and plan number 004. It reports 2,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114173754NAL0030760032001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Carrix, Inc.
- EIN
- 91-1653735
- Plan number
- 004
- Location
- Seattle, WA
- Participants
- 2,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,399,328
- Total liabilities (EOY)
- $1,741
- Net assets (EOY)
- $72,397,587
- Employer contributions
- $2,772,136
- Participant contributions
- $4,590,200
- Total income / additions
- $16,625,999
- Benefits paid
- $8,268,382
- Administrative expenses
- $92,218
- Total expenses
- $8,365,735
- Net increase / (decrease)
- $8,260,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $85,099 | $0 |
| Kestra Advisory Services | INVESTMENT ADVISOR | $7,119 | not reported in the loaded dataset |