2023 Form 5500 filing — Theradex Systems, Inc. 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 20250414195737NAL0001014179001) for Theradex Systems, Inc. Retirement Savings Plan, reported by Theradex Systems, Inc. under EIN 22-2418075 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414195737NAL0001014179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Theradex Systems, Inc.
- EIN
- 22-2418075
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,133,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,133,768
- Employer contributions
- $1,130,218
- Participant contributions
- $1,049,972
- Total income / additions
- $4,036,260
- Benefits paid
- $2,568,111
- Administrative expenses
- $69,444
- Total expenses
- $2,637,555
- Net increase / (decrease)
- $1,398,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Finner & Smith | INVESTMENT ADVISOR | $32,927 | not reported in the loaded dataset |
| Great-West Life & Annuity Ins. | INVESTMENT ADVISOR | $26,409 | $0 |
| Stalker & Associates | CONTRACT ADMIN | $7,917 | not reported in the loaded dataset |
| Withum Smith & Brown, Pc | AUDITOR | $5,095 | not reported in the loaded dataset |