Promex Industries, Inc. 401(K) Plan — Form 5500 plan (Promex Industries, 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, Promex Industries, Inc. 401(K) Plan is a benefit plan reported by Promex Industries, Inc. under EIN 77-0409193 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $6,611,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Promex Industries, Inc.
- EIN
- 77-0409193
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $6,611,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241011163311NAL0022340977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,611,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,611,437
- Net assets (BOY)
- $6,619,644
Income & contributions
- Employer contributions
- $3,858
- Participant contributions
- $684,370
- Total contributions
- $698,236
- Total income / additions
- $1,530,305
Expenses & distributions
- Benefits paid
- $1,489,924
- Administrative expenses
- $40,455
- Total expenses
- $1,538,512
- Net increase / (decrease)
- -$8,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Republicinvestment Management | SHAREHOLDER SERVICE PROV | $21,672 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | CONTRACT ADMINISTRATOR | $16,177 | not reported in the loaded dataset | 2023 |
| Insperity Retirement Services | RECORDKEEPER | $2,606 | not reported in the loaded dataset | 2023 |
| Wilshire Associates | INVESTMENT ADVISOR | $3 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Promex Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clara, CA
- First Republicinvestment Management — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Insperity Retirement Services — Schedule C compensation
- Wilshire Associates — Schedule C compensation