Family Endeavors 401(K) Plan — Form 5500 plan (Family Endeavors, Inc. Dba Endeavors)

Plain-English plan 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, Family Endeavors 401(K) Plan is a benefit plan reported by Family Endeavors, Inc. Dba Endeavors under EIN 23-7223078 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,071 participants and $12,987,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Endeavors, Inc. Dba Endeavors
EIN
23-7223078
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
3,071
End-of-year plan assets
$12,987,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,071H, C20250630131818NAL0028843810001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,987,227
Total liabilities (EOY)
$0
Net assets (EOY)
$12,987,227
Net assets (BOY)
$8,597,189

Income & contributions

Employer contributions
$1,667,530
Participant contributions
$2,430,287
Total contributions
$4,615,141
Total income / additions
$6,263,407

Expenses & distributions

Benefits paid
$1,671,290
Administrative expenses
$202,079
Total expenses
$1,873,369
Net increase / (decrease)
$4,390,038

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$102,623$02023
Transamerica Financial Life InsRECORD KEEPER$99,456$02023

Related Form 5500 pages