Plan5500

Carrix, Inc. 401(K) Plan For Union Employees — Form 5500 plan (Carrix, 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, Carrix, Inc. 401(K) Plan For Union Employees is a benefit plan reported by Carrix, Inc. under EIN 91-1653735 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,397 participants and $72,399,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carrix, Inc.
EIN
91-1653735
Plan number
004
Plan type
3
Location
Seattle, WA
Latest filing year
2023
Participants
2,397
End-of-year plan assets
$72,399,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,397H, C20241114173754NAL0030760032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,399,328
Total liabilities (EOY)
$1,741
Net assets (EOY)
$72,397,587
Net assets (BOY)
$64,137,323

Income & contributions

Employer contributions
$2,772,136
Participant contributions
$4,590,200
Total contributions
$7,397,517
Total income / additions
$16,625,999

Expenses & distributions

Benefits paid
$8,268,382
Administrative expenses
$92,218
Total expenses
$8,365,735
Net increase / (decrease)
$8,260,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$85,099$02023
Kestra Advisory ServicesINVESTMENT ADVISOR$7,119not reported in the loaded dataset2023

Related Form 5500 pages