2023 Form 5500 filing — 401(K) Retirement Savings 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 20240930154149NAL0010496976001) for 401(K) Retirement Savings Plan, reported by Equix Holdings, Inc. under EIN 85-3508497 and plan number 001. It reports 1,047 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930154149NAL0010496976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equix Holdings, Inc.
- EIN
- 85-3508497
- Plan number
- 001
- Location
- Fond Du Lac, WI
- Participants
- 1,047
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,439,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,439,296
- Employer contributions
- $1,210,639
- Participant contributions
- $2,410,272
- Total income / additions
- $7,876,053
- Benefits paid
- $2,681,412
- Administrative expenses
- $100,359
- Total expenses
- $2,781,771
- Net increase / (decrease)
- $5,094,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,790 | $0 |
| Spectrum Investment | INVESTMENT ADVISORY | $30,419 | not reported in the loaded dataset |
| Spectrum Investment | INVESTMENT ADVISORY | $10,150 | not reported in the loaded dataset |