Adex Medical Staffing 401(K) Plan — Form 5500 plan (Adex Medical Staffing, 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, Adex Medical Staffing 401(K) Plan is a benefit plan reported by Adex Medical Staffing, LLC under EIN 20-0951539 and plan number 001. The latest loaded filing year is 2023. The filing reports 931 participants and $3,713,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adex Medical Staffing, LLC
EIN
20-0951539
Plan number
001
Plan type
2
Location
Temple Terrace, FL
Latest filing year
2023
Participants
931
End-of-year plan assets
$3,713,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023931H, C20241112103839NAL0017490849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,713,860
Total liabilities (EOY)
$0
Net assets (EOY)
$3,713,860
Net assets (BOY)
$2,241,207

Income & contributions

Participant contributions
$1,287,676
Total contributions
$1,312,106
Total income / additions
$1,811,082

Expenses & distributions

Benefits paid
$269,384
Administrative expenses
$69,045
Total expenses
$338,429
Net increase / (decrease)
$1,472,653

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$66,195$02023
Psi Advisors LLCINVESTMENT ADVISORY$0$13,1732023
Wilshire Associates LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages