Pax8 401(K) Plan — Form 5500 plan (Pax8, 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, Pax8 401(K) Plan is a benefit plan reported by Pax8, Inc. under EIN 90-0781532 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,165 participants and $32,174,909 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pax8, Inc.
EIN
90-0781532
Plan number
001
Plan type
2
Location
Greenwood Village, CO
Latest filing year
2023
Participants
1,165
End-of-year plan assets
$32,174,909

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,165H, C20241010124658NAL0020092417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,174,909
Total liabilities (EOY)
$9,871
Net assets (EOY)
$32,165,038
Net assets (BOY)
$18,356,160

Income & contributions

Employer contributions
$1,911,331
Participant contributions
$7,790,171
Total contributions
$10,904,437
Total income / additions
$15,414,942

Expenses & distributions

Benefits paid
$1,525,117
Administrative expenses
$50,820
Total expenses
$1,606,064
Net increase / (decrease)
$13,808,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alpha Capital Management Group LLCSERVICE PROVIDER$0$107,2212023
CompassTPA$0$11,1022023

Related Form 5500 pages