Pro-Dex, Inc. Retirement Savings 401(K) Plan — Form 5500 plan (Pro-Dex 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, Pro-Dex, Inc. Retirement Savings 401(K) Plan is a benefit plan reported by Pro-Dex Inc. under EIN 84-1261240 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $8,295,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pro-Dex Inc.
EIN
84-1261240
Plan number
002
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
174
End-of-year plan assets
$8,295,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241009200334NAL0009512051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,295,965
Total liabilities (EOY)
$0
Net assets (EOY)
$8,295,965
Net assets (BOY)
$6,179,269

Income & contributions

Employer contributions
$217,257
Participant contributions
$1,042,151
Total contributions
$1,355,888
Total income / additions
$2,470,063

Expenses & distributions

Benefits paid
$335,226
Administrative expenses
$18,141
Total expenses
$353,367
Net increase / (decrease)
$2,116,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORD KEEPER$18,141$02023
Shuster Advisory Group, LLCSERVICE PROVIDER$0$14,3332023

Related Form 5500 pages