2023 Form 5500 filing — Solugenix Corporation 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 20241011135919NAL0022886337001) for Solugenix Corporation 401(K) Plan, reported by Solugenix Corporation under EIN 20-1631341 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.3MReported net assets$14,260,132
Participants454
Provider compensation$33K2 Schedule C row(s)$33,037
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011135919NAL0022886337001
Plan sponsor
Solugenix Corporation
EIN
20-1631341
Plan number
001
Location
Brea, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities
Money in vs. money out
Total income / additions$4.6M
Total expenses$550.6K
Benefits paid / distributions$471.6K
Contributions
Employer$602.8K
Participant$1.4M
Full reported line items
Total assets (EOY)
$14,260,132
Net assets (EOY)
$14,260,132
Employer contributions
$602,801
Participant contributions
$1,350,442
Total income / additions
$4,556,784
Benefits paid
$471,587
Administrative expenses
$69,109
Total expenses
$550,558
Net increase / (decrease)
$4,006,226

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bayntree Wealth Advisors, LLCRIA$30,068$0
John Hancock Life Insurance CompanyRECORDKEEPER$2,969$0

Related Form 5500 pages