Endeavor Real Estate Group Ltd 401(K) Profit Sharing Plan — Form 5500 plan (Endeavor Real Estate Group Ltd)
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, Endeavor Real Estate Group Ltd 401(K) Profit Sharing Plan is a benefit plan reported by Endeavor Real Estate Group Ltd under EIN 74-2906204 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $28,910,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Endeavor Real Estate Group Ltd
- EIN
- 74-2906204
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 274
- End-of-year plan assets
- $28,910,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 274 | H, C | 20240630122502NAL0004003264002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,910,926
- Net assets (EOY)
- $28,910,926
- Net assets (BOY)
- $23,217,950
Income & contributions
- Employer contributions
- $721,185
- Participant contributions
- $2,044,579
- Total contributions
- $2,853,894
- Total income / additions
- $7,607,394
Expenses & distributions
- Benefits paid
- $1,894,434
- Administrative expenses
- $19,984
- Total expenses
- $1,914,418
- Net increase / (decrease)
- $5,692,976
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,445 | $99,044 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $16,639 | not reported in the loaded dataset | 2023 |