Plan5500

Plex Solutions, LLC 401(K) Plan — Form 5500 plan (Plex 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, Plex Solutions, LLC 401(K) Plan is a benefit plan reported by Plex Solutions, LLC under EIN 46-4899174 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $11,735,108 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plex Solutions, LLC
EIN
46-4899174
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
124
End-of-year plan assets
$11,735,108

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241002154216NAL0004991363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,735,108
Total liabilities (EOY)
$0
Net assets (EOY)
$11,735,108
Net assets (BOY)
$8,390,051

Income & contributions

Employer contributions
$1,637,219
Participant contributions
$1,082,474
Total contributions
$2,826,915
Total income / additions
$4,313,667

Expenses & distributions

Benefits paid
$898,436
Administrative expenses
$52,227
Total expenses
$968,610
Net increase / (decrease)
$3,345,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Servics, LLCINVESTMENT ADVISOR$26,240not reported in the loaded dataset2023
Empower Annuity Insurance CompanyINVESTMENT MANAGEMENT$22,422$02023
Coastal Pension ServicesCONTRACT ADMINISTRATOR$2,075$8,7462023

Related Form 5500 pages