Checkmarx Inc 401 K Profit Sharing Plan Trust — Form 5500 plan (Checkmarx 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, Checkmarx Inc 401 K Profit Sharing Plan Trust is a benefit plan reported by Checkmarx Inc under EIN 46-3714840 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $13,986,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Checkmarx Inc
- EIN
- 46-3714840
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $13,986,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241014092753NAL0014700115003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,986,753
- Net assets (EOY)
- $13,986,753
- Net assets (BOY)
- $10,175,036
Income & contributions
- Employer contributions
- $387,067
- Participant contributions
- $2,191,178
- Total contributions
- $2,877,115
- Total income / additions
- $5,159,975
Expenses & distributions
- Benefits paid
- $1,293,243
- Administrative expenses
- $55,015
- Total expenses
- $1,348,258
- Net increase / (decrease)
- $3,811,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | INVESTMENT ADVISORY | $0 | $39,130 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,729 | $0 | 2023 |
| Hallowell 401(K) | AUDITOR | $18,437 | not reported in the loaded dataset | 2023 |
| Planned Retirement Consultants & Ad | TPA | $1,800 | $5,181 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Checkmarx Inc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Cetera Advisors LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Hallowell 401(K) — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation