Plan5500

Automox, Inc. 401(K) Plan — Form 5500 plan (Automox, 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, Automox, Inc. 401(K) Plan is a benefit plan reported by Automox, Inc. under EIN 47-3845439 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $8,810,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Automox, Inc.
EIN
47-3845439
Plan number
001
Plan type
2
Location
Boulder, CO
Latest filing year
2023
Participants
349
End-of-year plan assets
$8,810,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20240917165428NAL0003124993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,810,025
Total liabilities (EOY)
$0
Net assets (EOY)
$8,810,025
Net assets (BOY)
$5,788,960

Income & contributions

Employer contributions
$594,515
Participant contributions
$2,370,683
Total contributions
$3,142,266
Total income / additions
$4,456,529

Expenses & distributions

Benefits paid
$1,403,743
Administrative expenses
$15,064
Total expenses
$1,435,464
Net increase / (decrease)
$3,021,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aveo CapitalSERVICE PROVIDER$0$21,5682023
Expand FinancialSERVICE PROVIDER$6,445not reported in the loaded dataset2023
FutureplanSERVICE PROVIDER$592not reported in the loaded dataset2023

Related Form 5500 pages