Cxp Retirement Plan — Form 5500 plan (Cross X Platform, 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, Cxp Retirement Plan is a benefit plan reported by Cross X Platform, LLC under EIN 27-4811997 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $3,280,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cross X Platform, LLC
EIN
27-4811997
Plan number
001
Plan type
2
Location
Audubon, PA
Latest filing year
2023
Participants
221
End-of-year plan assets
$3,280,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20241015105816NAL0048940272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,280,041
Total liabilities (EOY)
$4,800
Net assets (EOY)
$3,275,241
Net assets (BOY)
$2,439,213

Income & contributions

Employer contributions
$113,019
Participant contributions
$373,019
Total contributions
$559,505
Total income / additions
$1,016,451

Expenses & distributions

Benefits paid
$179,292
Administrative expenses
$0
Total expenses
$180,423
Net increase / (decrease)
$836,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$36,452$5312023
Lpl Financial LLCSERVICE PROVIDER$0$21,4802023
Atlantic Pension Services, Inc.PLAN ADMINISTRATOR$1,350not reported in the loaded dataset2023

Related Form 5500 pages