2023 Form 5500 filing — Ardex, L.P. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909071926NAL0005190497001) for Ardex, L.P. 401(K) Plan, reported by Ardex, L.P. under EIN 20-0505554 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909071926NAL0005190497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ardex, L.P.
- EIN
- 20-0505554
- Plan number
- 001
- Location
- Aliquippa, PA
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,865,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,865,287
- Employer contributions
- $1,022,820
- Participant contributions
- $2,265,298
- Total income / additions
- $10,414,069
- Benefits paid
- $5,342,731
- Administrative expenses
- $105,475
- Total expenses
- $5,448,206
- Net increase / (decrease)
- $4,965,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mmcsc | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,521 | not reported in the loaded dataset |
| Ardex Lp | OTHER | $25,142 | not reported in the loaded dataset |
| Grossman Yanak & Ford Llp | AUDITOR | $8,812 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |