2023 Form 5500 filing — Ethos Group 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 20241224101059NAL0006371251001) for Ethos Group 401(K) Plan, reported by Ethos Group, Inc. under EIN 75-2672389 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224101059NAL0006371251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ethos Group, Inc.
- EIN
- 75-2672389
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,412,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,412,419
- Employer contributions
- $1,489,057
- Participant contributions
- $5,096,625
- Total income / additions
- $13,730,872
- Benefits paid
- $505,042
- Administrative expenses
- $195,002
- Total expenses
- $700,048
- Net increase / (decrease)
- $13,030,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Advisory Services | ADVISOR | $127,943 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $67,059 | $0 |