Emerald X, LLC 401(K) Plan — Form 5500 plan (Emerald X, 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, Emerald X, LLC 401(K) Plan is a benefit plan reported by Emerald X, LLC under EIN 13-3754838 and plan number 001. The latest loaded filing year is 2023. The filing reports 985 participants and $82,977,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emerald X, LLC
EIN
13-3754838
Plan number
001
Plan type
2
Location
San Juan Capistrano, CA
Latest filing year
2023
Participants
985
End-of-year plan assets
$82,977,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023985H, C20250529155717NAL0004895699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,977,580
Total liabilities (EOY)
$0
Net assets (EOY)
$82,977,580
Net assets (BOY)
$69,628,568

Income & contributions

Employer contributions
$1,856,685
Participant contributions
$6,080,190
Total contributions
$9,596,057
Total income / additions
$23,694,440

Expenses & distributions

Benefits paid
$10,225,999
Administrative expenses
$119,648
Total expenses
$10,345,428
Net increase / (decrease)
$13,349,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCPLAN SPONSOR$90,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$20,985not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,663$02023

Related Form 5500 pages