Handex Consulting & Remediation, LLC 401(K) Plan — Form 5500 plan (Handex Consulting & Remediation, 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, Handex Consulting & Remediation, LLC 401(K) Plan is a benefit plan reported by Handex Consulting & Remediation, LLC under EIN 20-3908055 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $9,186,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Handex Consulting & Remediation, LLC
EIN
20-3908055
Plan number
001
Plan type
2
Location
Winter Park, FL
Latest filing year
2023
Participants
135
End-of-year plan assets
$9,186,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240823154553NAL0011480400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,186,011
Total liabilities (EOY)
$0
Net assets (EOY)
$9,186,011
Net assets (BOY)
$7,566,974

Income & contributions

Employer contributions
$178,245
Participant contributions
$712,969
Total contributions
$935,230
Total income / additions
$2,177,007

Expenses & distributions

Benefits paid
$505,134
Administrative expenses
$52,836
Total expenses
$557,970
Net increase / (decrease)
$1,619,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors LLCADVISOR$27,182not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$25,654$02023

Related Form 5500 pages