Employer Flexible 401(K) Plan — Form 5500 plan (Employer Flexible)
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, Employer Flexible 401(K) Plan is a benefit plan reported by Employer Flexible under EIN 27-4406361 and plan number 333. The latest loaded filing year is 2023. The filing reports 11,061 participants and $211,044,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employer Flexible
- EIN
- 27-4406361
- Plan number
- 333
- Plan type
- 3
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 11,061
- End-of-year plan assets
- $211,044,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,061 | H, C | 20241015132644NAL0016486163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $211,044,331
- Total liabilities (EOY)
- $334,242
- Net assets (EOY)
- $210,710,089
- Net assets (BOY)
- $147,163,390
Income & contributions
- Employer contributions
- $8,821,381
- Participant contributions
- $18,252,367
- Total contributions
- $30,746,785
- Total income / additions
- $57,211,751
Expenses & distributions
- Benefits paid
- $17,619,990
- Administrative expenses
- $1,498,946
- Total expenses
- $19,369,450
- Net increase / (decrease)
- $37,842,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $916,392 | $0 | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $151,023 | $640 | 2023 |
| Nppg Fiduciary Services | PLAN ADMINISTRATOR | $99,280 | not reported in the loaded dataset | 2023 |
| Employer Flexible Hr LLC | PLAN SPONSOR | $82,775 | not reported in the loaded dataset | 2023 |
| Lpl Financial | BROKER | $0 | $22,773 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employer Flexible
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Transamerica Financial Life Insuran — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- Nppg Fiduciary Services — Schedule C compensation
- Employer Flexible Hr LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation