Xtivia, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Xtivia, 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, Xtivia, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Xtivia, Inc. under EIN 13-4054927 and plan number 002. The latest loaded filing year is 2023. The filing reports 259 participants and $27,521,167 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xtivia, Inc.
EIN
13-4054927
Plan number
002
Plan type
2
Location
Edison, NJ
Latest filing year
2023
Participants
259
End-of-year plan assets
$27,521,167

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20241010105426NAL0040493906001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,521,167
Total liabilities (EOY)
$0
Net assets (EOY)
$27,521,167
Net assets (BOY)
$16,369,983

Income & contributions

Employer contributions
$144,326
Participant contributions
$2,038,820
Total contributions
$2,183,146
Total income / additions
$5,953,781

Expenses & distributions

Benefits paid
$2,765,040
Administrative expenses
$83,453
Total expenses
$2,848,493
Net increase / (decrease)
$3,105,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$74,271$02023
Apw Capital IncBROKER/ADVISER$0$52,4042023
Empower Advisory Group, LLCINVESTMENT MGMT$9,182not reported in the loaded dataset2023

Related Form 5500 pages