2020 Companies, Inc. 401(K) Retirement Plan — Form 5500 plan (2020 Companies, Inc.)
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, 2020 Companies, Inc. 401(K) Retirement Plan is a benefit plan reported by 2020 Companies, Inc. under EIN 26-2002404 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,644 participants and $8,276,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 2020 Companies, Inc.
- EIN
- 26-2002404
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 1,644
- End-of-year plan assets
- $8,276,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,644 | H, C | 20241009135923NAL0010697939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,276,826
- Total liabilities (EOY)
- $135,499
- Net assets (EOY)
- $8,141,327
- Net assets (BOY)
- $5,842,360
Income & contributions
- Employer contributions
- $286,564
- Participant contributions
- $1,178,175
- Total contributions
- $1,591,166
- Total income / additions
- $2,805,074
Expenses & distributions
- Benefits paid
- $445,284
- Administrative expenses
- $60,823
- Total expenses
- $506,107
- Net increase / (decrease)
- $2,298,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $30,748 | $0 | 2023 |
| Wells Fargo Clearing Services | INVESTMENT ADVISORY/PL | $16,574 | not reported in the loaded dataset | 2023 |
| Transamerica Retire. Solutions, LLC | RECORD KEEPER | $13,501 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 2020 Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Wells Fargo Clearing Services — Schedule C compensation
- Transamerica Retire. Solutions, LLC — Schedule C compensation