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, Exp U.S. Services, Inc. Saving And Retirement Plan is a benefit plan reported by Exp U.S. Services, Inc. under EIN 46-0523964 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,489 participants and $190,119,354 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $190,119,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,119,354
- Net assets (BOY)
- $149,040,366
Income & contributions
- Employer contributions
- $4,412,002
- Participant contributions
- $9,858,833
- Total contributions
- $17,600,630
- Total income / additions
- $53,091,205
Expenses & distributions
- Benefits paid
- $11,705,017
- Administrative expenses
- $307,200
- Total expenses
- $12,012,217
- Net increase / (decrease)
- $41,078,988