Onx 401(K) Plan — Form 5500 plan (Onx Holdings, 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, Onx 401(K) Plan is a benefit plan reported by Onx Holdings, Inc. under EIN 85-2626288 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $4,939,363 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,939,363
Participants430Covered participants reported
Assets / participant$11.5KComputed: assets ÷ participants$11,487 (computed)
Provider compensation$32.7K2 Schedule C provider row(s)$32,720
Plan sponsor
Onx Holdings, Inc.
EIN
85-2626288
Plan number
001
Plan type
2
Location
Carrolton, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023430H, C20241011103810NAL0022589441001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$722K
Benefits paid / distributions$628.5K
Contributions
Employer$555.7K
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$4,939,363
Total liabilities (EOY)
$0
Net assets (EOY)
$4,939,363
Net assets (BOY)
$2,450,056

Income & contributions

Employer contributions
$555,718
Participant contributions
$1,821,952
Total contributions
$2,581,133
Total income / additions
$3,211,264

Expenses & distributions

Benefits paid
$628,460
Administrative expenses
$32,720
Total expenses
$721,957
Net increase / (decrease)
$2,489,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,075$02023
Resources Investment Advisors, LLCINVESTMENT MGMT$2,645not reported in the loaded dataset2023

Related Form 5500 pages