Plan5500

Centrex Distributors, Inc. Union Employees' 401(K) Plan — Form 5500 plan (Centrex Distributors, LLC)

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, Centrex Distributors, Inc. Union Employees' 401(K) Plan is a benefit plan reported by Centrex Distributors, LLC under EIN 05-0427071 and plan number 004. The latest loaded filing year is 2023. The filing reports 140 participants and $8,371,090 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.4MPlan net assets, end of year$8,371,090
Participants140Covered participants reported
Assets / participant$59.8KComputed: assets ÷ participants$59,794 (computed)
Provider compensation$15K2 Schedule C provider row(s)$15,010
Plan sponsor
Centrex Distributors, LLC
EIN
05-0427071
Plan number
004
Plan type
2
Location
West Greenwich, RI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    140 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$225.1K
Benefits paid / distributions$224.2K
Contributions
Employer$200K
Participant$351.3K
Full reported line items

Net assets

Total assets (EOY)
$8,371,090
Total liabilities (EOY)
$0
Net assets (EOY)
$8,371,090
Net assets (BOY)
$6,856,844

Income & contributions

Employer contributions
$200,028
Participant contributions
$351,298
Total contributions
$551,326
Total income / additions
$1,739,329

Expenses & distributions

Benefits paid
$224,233
Administrative expenses
$850
Total expenses
$225,083
Net increase / (decrease)
$1,514,246
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Global Retirement Partners LLC$14.2K
    INVESTMENT ADVISORY · Direct $0 · Indirect $14.2K
  2. 2
    Principal Life Insurance Company$850
    CONTRACT ADMINISTRATOR · Direct $850 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Centrex Distributors, Inc. Union Employees' 401(K) Plan?
Centrex Distributors, Inc. Union Employees' 401(K) Plan is reported as sponsored by Centrex Distributors, LLC (EIN 05-0427071, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Centrex Distributors, Inc. Union Employees' 401(K) Plan?
The latest Form 5500 filing year loaded for Centrex Distributors, Inc. Union Employees' 401(K) Plan is 2023.
How many participants does Centrex Distributors, Inc. Union Employees' 401(K) Plan report?
Centrex Distributors, Inc. Union Employees' 401(K) Plan reports 140 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Centrex Distributors, Inc. Union Employees' 401(K) Plan?
Centrex Distributors, Inc. Union Employees' 401(K) Plan reports $8,371,090 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages