Plan5500

Moxtek 401(K) Plan — Form 5500 plan (Moxtek, 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, Moxtek 401(K) Plan is a benefit plan reported by Moxtek, Inc. under EIN 87-0428943 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $24,905,570 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moxtek, Inc.
EIN
87-0428943
Plan number
001
Plan type
2
Location
Orem, UT
Latest filing year
2023
Participants
315
End-of-year plan assets
$24,905,570

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023315H, C20241014102921NAL0044153024001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,905,570
Total liabilities (EOY)
$0
Net assets (EOY)
$24,905,570
Net assets (BOY)
$21,594,780

Income & contributions

Employer contributions
$970,469
Participant contributions
$1,380,297
Total contributions
$2,467,779
Total income / additions
$6,060,322

Expenses & distributions

Benefits paid
$2,678,463
Administrative expenses
$45,171
Total expenses
$2,749,532
Net increase / (decrease)
$3,310,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Professional Financial CompanyINVESTMENT ADVISOR$45,171not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages