Netwrix Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Netwrix Corporation)
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, Netwrix Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Netwrix Corporation under EIN 20-8429021 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $9,878,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Netwrix Corporation
- EIN
- 20-8429021
- Plan number
- 001
- Plan type
- 2
- Location
- Frisco, TX
- Latest filing year
- 2023
- Participants
- 349
- End-of-year plan assets
- $9,878,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 349 | H, C | 20241110114050NAL0013926673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,878,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,878,879
- Net assets (BOY)
- $6,601,836
Income & contributions
- Employer contributions
- $145,014
- Participant contributions
- $2,240,540
- Total contributions
- $2,794,798
- Total income / additions
- $4,052,308
Expenses & distributions
- Benefits paid
- $749,612
- Administrative expenses
- $25,653
- Total expenses
- $775,265
- Net increase / (decrease)
- $3,277,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $100,700 | $1,760 | 2023 |
| Lincoln Investment Planning | not reported in the loaded dataset | $0 | $40,489 | 2023 |
| The Pension Design Group | RECORDKEEPER | $5,927 | $3,072 | 2023 |
| Iron-Co-Fid-Comprehensive | not reported in the loaded dataset | $6,825 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Netwrix Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Frisco, TX
- Nationwide — Schedule C compensation
- Lincoln Investment Planning — Schedule C compensation
- The Pension Design Group — Schedule C compensation
- Iron-Co-Fid-Comprehensive — Schedule C compensation