Ethos Group 401(K) Plan — Form 5500 plan (Ethos Group, Inc.)

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, Ethos Group 401(K) Plan is a benefit plan reported by Ethos Group, Inc. under EIN 75-2672389 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $46,412,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ethos Group, Inc.
EIN
75-2672389
Plan number
001
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
521
End-of-year plan assets
$46,412,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023521H, C20241224101059NAL0006371251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,412,419
Total liabilities (EOY)
$0
Net assets (EOY)
$46,412,419
Net assets (BOY)
$33,381,595

Income & contributions

Employer contributions
$1,489,057
Participant contributions
$5,096,625
Total contributions
$6,745,576
Total income / additions
$13,730,872

Expenses & distributions

Benefits paid
$505,042
Administrative expenses
$195,002
Total expenses
$700,048
Net increase / (decrease)
$13,030,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sage Advisory ServicesADVISOR$127,943not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$67,059$02023

Related Form 5500 pages