Saalex Solutions, Inc. 401(K) Plan & Trust — Form 5500 plan (Saalex Corporation Dba Saalex So)

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, Saalex Solutions, Inc. 401(K) Plan & Trust is a benefit plan reported by Saalex Corporation Dba Saalex So under EIN 88-0438999 and plan number 001. The latest loaded filing year is 2023. The filing reports 910 participants and $32,242,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saalex Corporation Dba Saalex So
EIN
88-0438999
Plan number
001
Plan type
2
Location
Camarillo, CA
Latest filing year
2023
Participants
910
End-of-year plan assets
$32,242,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023910H, C20241007064111NAL0026899232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,242,514
Total liabilities (EOY)
$0
Net assets (EOY)
$32,242,514
Net assets (BOY)
$25,644,461

Income & contributions

Employer contributions
$939,354
Participant contributions
$3,490,510
Total contributions
$5,758,434
Total income / additions
$10,018,305

Expenses & distributions

Benefits paid
$3,280,360
Administrative expenses
$70,099
Total expenses
$3,420,252
Net increase / (decrease)
$6,598,053

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT/FINANCIAL ADVI$53,719$02023
Adp, Inc.RECORD KEEPER$16,380$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages