Opex Corporation 401k Profit Sharing Plan — Form 5500 plan (Opex Corporation/Opex International)

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, Opex Corporation 401k Profit Sharing Plan is a benefit plan reported by Opex Corporation/Opex International under EIN 22-2013892 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,258 participants and $168,958,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Opex Corporation/Opex International
EIN
22-2013892
Plan number
001
Plan type
2
Location
Moorestown, NJ
Latest filing year
2023
Participants
2,258
End-of-year plan assets
$168,958,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,258H, C20241002081220NAL0003890371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$168,958,181
Total liabilities (EOY)
$0
Net assets (EOY)
$168,958,181
Net assets (BOY)
$141,636,776

Income & contributions

Employer contributions
$1,852,983
Participant contributions
$8,052,359
Total contributions
$10,161,872
Total income / additions
$35,776,689

Expenses & distributions

Benefits paid
$8,095,675
Administrative expenses
$346,795
Total expenses
$8,455,284
Net increase / (decrease)
$27,321,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$346,795not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner & SmiSERVICE PROVIDER$0$147,5052023

Related Form 5500 pages