2023 Form 5500 filing — Logix Employment Services, Inc. Employee 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 20241010221026NAL0011955651001) for Logix Employment Services, Inc. Employee Savings Plan, reported by Logix Employment Services,Inc. under EIN 95-4341911 and plan number 001. It reports 1,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010221026NAL0011955651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Logix Employment Services,Inc.
- EIN
- 95-4341911
- Plan number
- 001
- Location
- Valencia, CA
- Participants
- 1,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,376,665
- Net assets (EOY)
- $148,376,665
- Employer contributions
- $6,278,285
- Participant contributions
- $6,792,811
- Total income / additions
- $35,767,361
- Benefits paid
- $10,933,933
- Administrative expenses
- $93,144
- Total expenses
- $11,028,420
- Net increase / (decrease)
- $24,738,941
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $51,942 | $0 |
| Kaye Capital Management | INVESTMENT ADVISOR | $36,750 | not reported in the loaded dataset |
| Moss Adams | AUDITOR | $4,452 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |