Populous 401(K) Retirement Savings Plan — Form 5500 plan (Populous Group, LLC)
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, Populous 401(K) Retirement Savings Plan is a benefit plan reported by Populous Group, LLC under EIN 43-1872565 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $76,201,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Populous Group, LLC
- EIN
- 43-1872565
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $76,201,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20240823104102NAL0003126275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,201,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,201,509
- Net assets (BOY)
- $62,049,940
Income & contributions
- Employer contributions
- $1,829,602
- Participant contributions
- $4,358,209
- Total contributions
- $7,959,049
- Total income / additions
- $18,876,354
Expenses & distributions
- Benefits paid
- $4,546,214
- Administrative expenses
- $130,268
- Total expenses
- $4,724,785
- Net increase / (decrease)
- $14,151,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $66,515 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,875 | $0 | 2023 |
| Forvis Llp | AUDITOR | $12,337 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Populous Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Cbiz Investment Advisory Services L — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation