2023 Form 5500 filing — Family Endeavors 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 20250630131818NAL0028843810001) for Family Endeavors 401(K) Plan, reported by Family Endeavors, Inc. Dba Endeavors under EIN 23-7223078 and plan number 001. It reports 3,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630131818NAL0028843810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Endeavors, Inc. Dba Endeavors
- EIN
- 23-7223078
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 3,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,987,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,987,227
- Employer contributions
- $1,667,530
- Participant contributions
- $2,430,287
- Total income / additions
- $6,263,407
- Benefits paid
- $1,671,290
- Administrative expenses
- $202,079
- Total expenses
- $1,873,369
- Net increase / (decrease)
- $4,390,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $102,623 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $99,456 | $0 |