Cubex LLC 401(K) Plan — Form 5500 plan (Cubex 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, Cubex LLC 401(K) Plan is a benefit plan reported by Cubex LLC under EIN 90-0713894 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $4,919,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cubex LLC
- EIN
- 90-0713894
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $4,919,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241021101157NAL0001419233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,919,352
- Total liabilities (EOY)
- $85,291
- Net assets (EOY)
- $4,834,061
- Net assets (BOY)
- $3,329,982
Income & contributions
- Employer contributions
- $655,006
- Participant contributions
- $548,808
- Total contributions
- $1,223,017
- Total income / additions
- $1,812,693
Expenses & distributions
- Benefits paid
- $290,444
- Administrative expenses
- $18,170
- Total expenses
- $308,614
- Net increase / (decrease)
- $1,504,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corporation | RECORDKEEPER | $7,053 | not reported in the loaded dataset | 2023 |
| Brighton Jones, LLC | NONE | $6,884 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N.A. | NONE | $4,233 | $0 | 2023 |