2023 Form 5500 filing — The Flippen Group Retirement 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 20241008170225NAL0017088129001) for The Flippen Group Retirement Plan, reported by The Flippen Group, LLC under EIN 74-2900345 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008170225NAL0017088129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Flippen Group, LLC
- EIN
- 74-2900345
- Plan number
- 001
- Location
- College Station, TX
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,259,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,259,610
- Employer contributions
- $395,915
- Participant contributions
- $1,591,302
- Total income / additions
- $3,767,852
- Benefits paid
- $378,719
- Administrative expenses
- $89,949
- Total expenses
- $468,668
- Net increase / (decrease)
- $3,299,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,287 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $31,661 | $15 |