Xpressdocs Partners, Limited 401(K) Plan — Form 5500 plan (Xpressdocs Partners, Limited)

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, Xpressdocs Partners, Limited 401(K) Plan is a benefit plan reported by Xpressdocs Partners, Limited under EIN 75-2924141 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $7,784,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Xpressdocs Partners, Limited
EIN
75-2924141
Plan number
001
Plan type
2
Location
Forth Worth, TX
Latest filing year
2023
Participants
285
End-of-year plan assets
$7,784,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20240826050851NAL0005293491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,784,347
Total liabilities (EOY)
$0
Net assets (EOY)
$7,784,347
Net assets (BOY)
$6,136,162

Income & contributions

Employer contributions
$449,141
Participant contributions
$873,783
Total contributions
$1,387,865
Total income / additions
$2,518,544

Expenses & distributions

Benefits paid
$827,875
Administrative expenses
$40,881
Total expenses
$870,359
Net increase / (decrease)
$1,648,185

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$40,880$02023

Related Form 5500 pages