Xenium 401(K) Retirement Savings Plan — Form 5500 plan (Xenium Resources, 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, Xenium 401(K) Retirement Savings Plan is a benefit plan reported by Xenium Resources, Inc. under EIN 93-1277996 and plan number 006. The latest loaded filing year is 2023. The filing reports 2,762 participants and $117,966,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xenium Resources, Inc.
- EIN
- 93-1277996
- Plan number
- 006
- Plan type
- 3
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 2,762
- End-of-year plan assets
- $117,966,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,762 | H, C | 20241015184333NAL0015269859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,966,158
- Total liabilities (EOY)
- $44,928
- Net assets (EOY)
- $117,921,230
- Net assets (BOY)
- $94,043,623
Income & contributions
- Employer contributions
- $3,989,365
- Participant contributions
- $9,164,920
- Total contributions
- $15,207,763
- Total income / additions
- $31,918,820
Expenses & distributions
- Benefits paid
- $10,555,606
- Administrative expenses
- $616,093
- Total expenses
- $11,216,330
- Net increase / (decrease)
- $20,702,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $560,446 | $9,040 | 2023 |
| Pension Plan Specialists, Pc | NONE | $68,336 | $393,089 | 2023 |
| Opportunus Wealth Management, LLC | INVESTMENT ADVISORY | $0 | $98,003 | 2023 |
| Howell Straczek LLC | AUDITOR | $0 | $22,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Xenium Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Principal Life Insurance Company — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- Opportunus Wealth Management, LLC — Schedule C compensation
- Howell Straczek LLC — Schedule C compensation