Plan5500

Effex Management Solutions, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Effex Management Solutions, LLC (EIN 27-2222855) is a plan sponsor located in Kingwood, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2222855
Location
Kingwood, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Effex Management Solutions, LLC

  • 3 loaded plans hold $62K in reported assets.
  • The largest, Effex 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 717 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.7KSummed across loaded plans$33,742
Total reported assets$62K$61,961
Total reported participants717
Total reported liabilities$28.2K$28,219

Reported net position

Reported assets = net assets + liabilities (summed)$62K total assets
Net assets$33.7KLiabilities$28.2K
Contributions & income
Employer contributionsNot reported
Participant contributions$16K
Total income / additions$28.1K
Expenses & distributions
Benefits paid / distributions$20.5K
Total expenses$33K
Net increase / (decrease)-$4.9K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Effex 401(K) Plan
Participants per plan239Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Effex 401(K) Plan$62K
    Plan #001 · 309 participants · 2023
  2. 2
    Effex Management Solutions, LLC Essential Staff Carenot reported in the loaded dataset
    Plan #510 · 308 participants · 2023
  3. 3
    Efex Management Solutions Health And Welfare Plannot reported in the loaded dataset
    Plan #511 · 100 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Effex Management Solutions, LLC. Open one for its full reported snapshot.

  1. 2023
    Effex 401(K) Plan309 participants · 2Sch H
    View filing →
  2. 2023
    Efex Management Solutions Health And Welfare Plan100 participants · 2No schedules
    View filing →
  3. 2023
    Effex Management Solutions, LLC Essential Staff Care308 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Effex Management Solutions, LLC report on Form 5500?
Effex Management Solutions, LLC (EIN 27-2222855) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Effex Management Solutions, LLC?
The Employer Identification Number (EIN) reported for Effex Management Solutions, LLC is 27-2222855.
What is the latest Form 5500 filing year for Effex Management Solutions, LLC?
The latest loaded Form 5500 filing year for Effex Management Solutions, LLC is 2023.

Related Form 5500 pages