Netrix, LLC 401(K) Plan & Trust — Form 5500 plan (Netrix, 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, Netrix, LLC 401(K) Plan & Trust is a benefit plan reported by Netrix, LLC under EIN 36-4413678 and plan number 001. The latest loaded filing year is 2023. The filing reports 660 participants and $41,384,646 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Netrix, LLC
EIN
36-4413678
Plan number
001
Plan type
2
Location
Bannockburn, IL
Latest filing year
2023
Participants
660
End-of-year plan assets
$41,384,646

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023660H, C20241003092352NAL0016748464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,384,646
Total liabilities (EOY)
$0
Net assets (EOY)
$41,384,646
Net assets (BOY)
$33,558,252

Income & contributions

Employer contributions
$1,134,773
Participant contributions
$3,676,253
Total contributions
$5,438,128
Total income / additions
$11,627,648

Expenses & distributions

Benefits paid
$4,252,178
Administrative expenses
$6,250
Total expenses
$4,267,586
Net increase / (decrease)
$7,360,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fgmk Financial Services, LLCTPA$0$17,2102023

Related Form 5500 pages