Xponent Hr Solutions 401(K) Plan — Form 5500 plan (Xponent Hr Solutions 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, Xponent Hr Solutions 401(K) Plan is a benefit plan reported by Xponent Hr Solutions LLC under EIN 45-5490047 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $4,500,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xponent Hr Solutions LLC
- EIN
- 45-5490047
- Plan number
- 001
- Plan type
- 3
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $4,500,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250501184527NAL0003661985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,500,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,500,691
- Net assets (BOY)
- $4,275,167
Income & contributions
- Employer contributions
- $310,056
- Participant contributions
- $579,991
- Total contributions
- $917,131
- Total income / additions
- $1,563,592
Expenses & distributions
- Benefits paid
- $1,298,429
- Administrative expenses
- $39,639
- Total expenses
- $1,338,068
- Net increase / (decrease)
- $225,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,064 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $10,122 | not reported in the loaded dataset | 2023 |
| The Aimpoint Group LLC | CONTRACT ADMIN | $2,633 | not reported in the loaded dataset | 2023 |
| Ej Reynolds, Inc. | CONTRACT ADMIN | $73 | $1,372 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xponent Hr Solutions LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Raymond James — Schedule C compensation
- The Aimpoint Group LLC — Schedule C compensation
- Ej Reynolds, Inc. — Schedule C compensation