Niox 401(K) Retirement Plan — Form 5500 plan (Niox 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, Niox 401(K) Retirement Plan is a benefit plan reported by Niox Inc. under EIN 41-2032037 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $4,852,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Niox Inc.
- EIN
- 41-2032037
- Plan number
- 001
- Plan type
- 2
- Location
- Morrisville, NC
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $4,852,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241015062752NAL0046838832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,852,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,852,074
- Net assets (BOY)
- $5,433,053
Income & contributions
- Employer contributions
- $106,950
- Participant contributions
- $184,630
- Total contributions
- $340,661
- Total income / additions
- $1,172,611
Expenses & distributions
- Benefits paid
- $1,715,568
- Administrative expenses
- $38,022
- Total expenses
- $1,753,590
- Net increase / (decrease)
- -$580,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,084 | $0 | 2023 |
| Trinity Pension Group, LLC | CONTRACT ADMIN | $6,438 | $2,601 | 2023 |
| Equitable Advisors LLC | BROKER/ADVISOR | $0 | $7,736 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,653 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $2,658 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Niox Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Morrisville, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Trinity Pension Group, LLC — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation