T-Rex Solutions, LLC 401 (K) & Profit Sharing Plan — Form 5500 plan (T-Rex Solutions, 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, T-Rex Solutions, LLC 401 (K) & Profit Sharing Plan is a benefit plan reported by T-Rex Solutions, LLC under EIN 54-1926691 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $23,465,760 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
T-Rex Solutions, LLC
EIN
54-1926691
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
321
End-of-year plan assets
$23,465,760

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20240917102428NAL0001078611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,465,760
Net assets (EOY)
$23,465,760
Net assets (BOY)
$18,302,080

Income & contributions

Employer contributions
$1,282,083
Participant contributions
$2,706,183
Total contributions
$5,730,635
Total income / additions
$9,231,281

Expenses & distributions

Benefits paid
$4,015,250
Administrative expenses
$58,016
Total expenses
$4,073,266
Net increase / (decrease)
$5,158,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$38,016$02023
Fiduciary Wealth Management LLCINVESTMENT ADVISOR$20,000not reported in the loaded dataset2023

Related Form 5500 pages