How big is Opexa, LLC's plan?

Opexa, LLC's plan reported $2.6M in assets and 2 participants for 2023.

Original filing (PDF)20240725172641NAL0014598337001

Opexa, LLC

Name: Opexa, LLC — Opexa LLC Cash Balance Plan, Form 5500 (2023)
Creator: Opexa, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Opexa LLC Cash Balance Plan

Defined-benefit pension plan · Opexa, LLC's Opexa LLC Cash Balance Plan held $2.6M in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Gerwin Martin signed Opexa, LLC's 2023 Form 5500 as plan administrator.

Gerwin Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Opexa, LLC's EIN is 46-3911717.

EIN 46-3911717

Plan number 002

Plan year 2023

ACK ID 20240725172641NAL0014598337001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Opexa, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Opexa, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPEXA, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OPEXA, LLC

EIN

all filings

Address

24 CAMELLIA · IRVINE, CA · 92620

Phone

(949) 933-4261

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-25

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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