Hearx West, LLC 401(K) Plan — Form 5500 plan (Hearx West, 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, Hearx West, LLC 401(K) Plan is a benefit plan reported by Hearx West, LLC under EIN 65-0858341 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $2,616,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hearx West, LLC
- EIN
- 65-0858341
- Plan number
- 001
- Plan type
- 2
- Location
- Piscataway, NJ
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $2,616,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241014095604NAL0045536208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,616,686
- Net assets (EOY)
- $2,616,686
- Net assets (BOY)
- $2,155,698
Income & contributions
- Employer contributions
- $113,916
- Participant contributions
- $306,733
- Total contributions
- $420,649
- Total income / additions
- $778,578
Expenses & distributions
- Benefits paid
- $297,482
- Administrative expenses
- $20,108
- Total expenses
- $317,590
- Net increase / (decrease)
- $460,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $15,171 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hearx West, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Piscataway, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation