The Flippen Group Retirement Plan — Form 5500 plan (The Flippen 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, The Flippen Group Retirement Plan is a benefit plan reported by The Flippen Group, LLC under EIN 74-2900345 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $13,259,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Flippen Group, LLC
EIN
74-2900345
Plan number
001
Plan type
2
Location
College Station, TX
Latest filing year
2023
Participants
212
End-of-year plan assets
$13,259,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241008170225NAL0017088129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,259,610
Total liabilities (EOY)
$0
Net assets (EOY)
$13,259,610
Net assets (BOY)
$9,960,426

Income & contributions

Employer contributions
$395,915
Participant contributions
$1,591,302
Total contributions
$2,050,983
Total income / additions
$3,767,852

Expenses & distributions

Benefits paid
$378,719
Administrative expenses
$89,949
Total expenses
$468,668
Net increase / (decrease)
$3,299,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,287$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$31,661$152023

Related Form 5500 pages