Plan5500

Stereotaxis, Inc. Employees Savings Trust — Form 5500 plan (Stereotaxis, 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, Stereotaxis, Inc. Employees Savings Trust is a benefit plan reported by Stereotaxis, Inc. under EIN 94-3120386 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $15,214,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stereotaxis, Inc.
EIN
94-3120386
Plan number
001
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
151
End-of-year plan assets
$15,214,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241015142631NAL0014837187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,214,620
Total liabilities (EOY)
$392
Net assets (EOY)
$15,214,228
Net assets (BOY)
$14,527,545

Income & contributions

Employer contributions
$258,544
Participant contributions
$949,864
Total contributions
$1,208,408
Total income / additions
$3,418,243

Expenses & distributions

Benefits paid
$2,670,888
Administrative expenses
$60,672
Total expenses
$2,731,560
Net increase / (decrease)
$686,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$59,738$02023
Plancorp, LLCINVESTMENT ADVISOR$36,712not reported in the loaded dataset2023
Benefit Plans Plus, LLCCONTRACT ADMIN$8,509not reported in the loaded dataset2023

Related Form 5500 pages