Plan5500

Psi Pax, Inc. 401(K) Plan — Form 5500 plan (Psi Pax, Inc.)

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, Psi Pax, Inc. 401(K) Plan is a benefit plan reported by Psi Pax, Inc. under EIN 20-3925597 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $10,681,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Psi Pax, Inc.
EIN
20-3925597
Plan number
001
Plan type
2
Location
California, MD
Latest filing year
2023
Participants
284
End-of-year plan assets
$10,681,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023284H, C20241012103631NAL0046537442001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,681,026
Total liabilities (EOY)
$0
Net assets (EOY)
$10,681,026
Net assets (BOY)
$8,179,760

Income & contributions

Employer contributions
$262,740
Participant contributions
$1,152,222
Total contributions
$1,817,660
Total income / additions
$3,337,516

Expenses & distributions

Benefits paid
$794,976
Administrative expenses
$34,982
Total expenses
$836,250
Net increase / (decrease)
$2,501,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,516$02023
Ballast Financial Advisors LLCADVISOR$14,988not reported in the loaded dataset2023

Related Form 5500 pages