2023 Form 5500 filing — Pax Technology Inc 401(K) P/S 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 20250415143656NAL0003377505001) for Pax Technology Inc 401(K) P/S Plan, reported by Pax Technology Inc under EIN 26-2199262 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415143656NAL0003377505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pax Technology Inc
- EIN
- 26-2199262
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,468,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,468,375
- Employer contributions
- $770,902
- Participant contributions
- $1,294,939
- Total income / additions
- $3,896,382
- Benefits paid
- $393,406
- Administrative expenses
- $35,665
- Total expenses
- $429,071
- Net increase / (decrease)
- $3,467,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sharebuilder | INVESTMENT MANAGER | $25,480 | not reported in the loaded dataset |
| Ascensus LLC | RECORD KEEPER | $6,264 | $1,621 |
| Pai | TPA | $2,420 | not reported in the loaded dataset |