Theradex Systems, Inc. Retirement Savings Plan — Form 5500 plan (Theradex Systems, 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, Theradex Systems, Inc. Retirement Savings Plan is a benefit plan reported by Theradex Systems, Inc. under EIN 22-2418075 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $22,133,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Theradex Systems, Inc.
- EIN
- 22-2418075
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $22,133,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20250414195737NAL0001014179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,133,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,133,768
- Net assets (BOY)
- $20,735,063
Income & contributions
- Employer contributions
- $1,130,218
- Participant contributions
- $1,049,972
- Total contributions
- $2,181,196
- Total income / additions
- $4,036,260
Expenses & distributions
- Benefits paid
- $2,568,111
- Administrative expenses
- $69,444
- Total expenses
- $2,637,555
- Net increase / (decrease)
- $1,398,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Finner & Smith | INVESTMENT ADVISOR | $32,927 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Ins. | INVESTMENT ADVISOR | $26,409 | $0 | 2023 |
| Stalker & Associates | CONTRACT ADMIN | $7,917 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown, Pc | AUDITOR | $5,095 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Theradex Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Merrill Lynch Pierce Finner & Smith — Schedule C compensation
- Great-West Life & Annuity Ins. — Schedule C compensation
- Stalker & Associates — Schedule C compensation
- Withum Smith & Brown, Pc — Schedule C compensation