Obex Securities LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Obex Securities LLC)
Plain-English plan 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, Obex Securities LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Obex Securities LLC under EIN 13-4187305 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $406,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Obex Securities LLC
- EIN
- 13-4187305
- Plan number
- 001
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $406,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240718100636NAL0005358785001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $406,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $406,157
- Net assets (BOY)
- $418,893
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $25
- Total income / additions
- -$12,616
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $120
- Total expenses
- $120
- Net increase / (decrease)
- -$12,736
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.