2023 Form 5500 filing — The Expo Group, Inc. Employer 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801104700NAL0015113763001) for The Expo Group, Inc. Employer 401(K) Plan, reported by The Expo Group, LLC under EIN 75-2364585 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801104700NAL0015113763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Expo Group, LLC
- EIN
- 75-2364585
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,081,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,081,728
- Employer contributions
- $250,000
- Participant contributions
- $1,230,609
- Total income / additions
- $3,174,102
- Benefits paid
- $772,477
- Administrative expenses
- $50,773
- Total expenses
- $823,250
- Net increase / (decrease)
- $2,350,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,408 | $0 |
| Prospera Financial | INVESTMENT ADVISOR | $21,018 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,062 | not reported in the loaded dataset |
| Armanino, Llp | TPA | $2,825 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $0 | $0 |