Logix Employment Services, Inc. Employee Savings Plan — Form 5500 plan (Logix Employment Services,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, Logix Employment Services, Inc. Employee Savings Plan is a benefit plan reported by Logix Employment Services,Inc. under EIN 95-4341911 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,092 participants and $148,376,665 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Logix Employment Services,Inc.
- EIN
- 95-4341911
- Plan number
- 001
- Plan type
- 2
- Location
- Valencia, CA
- Latest filing year
- 2023
- Participants
- 1,092
- End-of-year plan assets
- $148,376,665
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,092 | H, C | 20241010221026NAL0011955651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,376,665
- Net assets (EOY)
- $148,376,665
- Net assets (BOY)
- $123,637,724
Income & contributions
- Employer contributions
- $6,278,285
- Participant contributions
- $6,792,811
- Total contributions
- $13,924,449
- Total income / additions
- $35,767,361
Expenses & distributions
- Benefits paid
- $10,933,933
- Administrative expenses
- $93,144
- Total expenses
- $11,028,420
- Net increase / (decrease)
- $24,738,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $51,942 | $0 | 2023 |
| Kaye Capital Management | INVESTMENT ADVISOR | $36,750 | not reported in the loaded dataset | 2023 |
| Moss Adams | AUDITOR | $4,452 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Logix Employment Services,Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Valencia, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Kaye Capital Management — Schedule C compensation
- Moss Adams — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation