Fenix Parts, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Fenix Management, 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, Fenix Parts, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Fenix Management, LLC under EIN 85-3830614 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,431 participants and $32,934,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fenix Management, LLC
- EIN
- 85-3830614
- Plan number
- 001
- Plan type
- 2
- Location
- Hurst, TX
- Latest filing year
- 2023
- Participants
- 1,431
- End-of-year plan assets
- $32,934,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,431 | H, C | 20240718154333NAL0009646688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,934,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,934,413
- Net assets (BOY)
- $25,613,453
Income & contributions
- Employer contributions
- $1,628,780
- Participant contributions
- $2,782,041
- Total contributions
- $5,222,593
- Total income / additions
- $9,996,145
Expenses & distributions
- Benefits paid
- $2,474,958
- Administrative expenses
- $192,316
- Total expenses
- $2,675,185
- Net increase / (decrease)
- $7,320,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $89,925 | $0 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $48,559 | not reported in the loaded dataset | 2023 |
| James M Moyna Cpa Pc | AUDITOR | $25,500 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fenix Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Hurst, TX
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- James M Moyna Cpa Pc — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation