2023 Form 5500 filing — Pro-Dex, Inc. Retirement Savings 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 20241009200334NAL0009512051001) for Pro-Dex, Inc. Retirement Savings 401(K) Plan, reported by Pro-Dex Inc. under EIN 84-1261240 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009200334NAL0009512051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pro-Dex Inc.
- EIN
- 84-1261240
- Plan number
- 002
- Location
- Irvine, CA
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,295,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,295,965
- Employer contributions
- $217,257
- Participant contributions
- $1,042,151
- Total income / additions
- $2,470,063
- Benefits paid
- $335,226
- Administrative expenses
- $18,141
- Total expenses
- $353,367
- Net increase / (decrease)
- $2,116,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $18,141 | $0 |
| Shuster Advisory Group, LLC | SERVICE PROVIDER | $0 | $14,333 |