Plan5500

Rheonix, Inc. 401(K) Plan — Form 5500 plan (Rheonix, 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, Rheonix, Inc. 401(K) Plan is a benefit plan reported by Rheonix, Inc. under EIN 80-0322869 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $10,952,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rheonix, Inc.
EIN
80-0322869
Plan number
001
Plan type
2
Location
Ithaca, NY
Latest filing year
2023
Participants
137
End-of-year plan assets
$10,952,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241014075522NAL0025680721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,952,427
Total liabilities (EOY)
$0
Net assets (EOY)
$10,952,427
Net assets (BOY)
$11,518,722

Income & contributions

Employer contributions
$216,206
Participant contributions
$600,066
Total contributions
$816,272
Total income / additions
$2,386,639

Expenses & distributions

Benefits paid
$2,939,381
Administrative expenses
$13,553
Total expenses
$2,952,934
Net increase / (decrease)
-$566,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Wealth ManagementINV ADV, PARTICIPANTS$0$24,2482023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$13,553$02023

Related Form 5500 pages