Pax Technology Inc 401(K) P/S Plan — Form 5500 plan (Pax Technology 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, Pax Technology Inc 401(K) P/S Plan is a benefit plan reported by Pax Technology Inc under EIN 26-2199262 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $10,468,375 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pax Technology Inc
- EIN
- 26-2199262
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $10,468,375
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20250415143656NAL0003377505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,468,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,468,375
- Net assets (BOY)
- $7,001,064
Income & contributions
- Employer contributions
- $770,902
- Participant contributions
- $1,294,939
- Total contributions
- $2,452,008
- Total income / additions
- $3,896,382
Expenses & distributions
- Benefits paid
- $393,406
- Administrative expenses
- $35,665
- Total expenses
- $429,071
- Net increase / (decrease)
- $3,467,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sharebuilder | INVESTMENT MANAGER | $25,480 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | RECORD KEEPER | $6,264 | $1,621 | 2023 |
| Pai | TPA | $2,420 | not reported in the loaded dataset | 2023 |