Exagrid Systems, Inc. 401(K) Plan — Form 5500 plan (Exagrid Systems, Inc.)

Plain-English plan 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, Exagrid Systems, Inc. 401(K) Plan is a benefit plan reported by Exagrid Systems, Inc. under EIN 04-3584420 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $27,664,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exagrid Systems, Inc.
EIN
04-3584420
Plan number
001
Plan type
2
Location
Marlborough, MA
Latest filing year
2023
Participants
280
End-of-year plan assets
$27,664,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023280H, C20240813114046NAL0006054003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,664,302
Total liabilities (EOY)
$0
Net assets (EOY)
$27,664,302
Net assets (BOY)
$22,215,882

Income & contributions

Employer contributions
$0
Participant contributions
$3,257,222
Total contributions
$4,207,444
Total income / additions
$8,735,829

Expenses & distributions

Benefits paid
$3,254,466
Administrative expenses
$32,943
Total expenses
$3,287,409
Net increase / (decrease)
$5,448,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,452$02023
Strategic Advisors, Inc.ADVISOR$5,491not reported in the loaded dataset2023

Related Form 5500 pages