2023 Form 5500 filing — Employer Flexible 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 20241015132644NAL0016486163001) for Employer Flexible 401(K) Plan, reported by Employer Flexible under EIN 27-4406361 and plan number 333. It reports 11,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132644NAL0016486163001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Employer Flexible
- EIN
- 27-4406361
- Plan number
- 333
- Location
- Houston, TX
- Participants
- 11,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $211,044,331
- Total liabilities (EOY)
- $334,242
- Net assets (EOY)
- $210,710,089
- Employer contributions
- $8,821,381
- Participant contributions
- $18,252,367
- Total income / additions
- $57,211,751
- Benefits paid
- $17,619,990
- Administrative expenses
- $1,498,946
- Total expenses
- $19,369,450
- Net increase / (decrease)
- $37,842,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $916,392 | $0 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $151,023 | $640 |
| Nppg Fiduciary Services | PLAN ADMINISTRATOR | $99,280 | not reported in the loaded dataset |
| Employer Flexible Hr LLC | PLAN SPONSOR | $82,775 | not reported in the loaded dataset |
| Lpl Financial | BROKER | $0 | $22,773 |