2023 Form 5500 filing — Flagship Holding Profit Sharing And 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 20241015204324NAL0015386947001) for Flagship Holding Profit Sharing And 401(K) Plan, reported by Flagship Enterprises Holding under EIN 92-1160337 and plan number 001. It reports 2,292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015204324NAL0015386947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Flagship Enterprises Holding
- EIN
- 92-1160337
- Plan number
- 001
- Location
- Southlake, TX
- Participants
- 2,292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,405,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,405,582
- Employer contributions
- $660,657
- Participant contributions
- $3,377,178
- Total income / additions
- $8,109,261
- Benefits paid
- $2,929,633
- Administrative expenses
- $146,448
- Total expenses
- $3,144,561
- Net increase / (decrease)
- $4,964,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $107,871 | $0 |
| Three Bell Capital LLC | INVESTMENT/FINANCIAL ADVI | $38,576 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |