Fourth Enterprises, LLC 401(K) Plan — Form 5500 plan (Fourth Enterprises, 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, Fourth Enterprises, LLC 401(K) Plan is a benefit plan reported by Fourth Enterprises, LLC under EIN 80-0841558 and plan number 001. The latest loaded filing year is 2023. The filing reports 778 participants and $33,882,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fourth Enterprises, LLC
EIN
80-0841558
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
778
End-of-year plan assets
$33,882,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023778H, C20241011180822NAL0022492225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,882,037
Total liabilities (EOY)
$0
Net assets (EOY)
$33,882,037
Net assets (BOY)
$28,693,495

Income & contributions

Employer contributions
$941,134
Participant contributions
$2,969,006
Total contributions
$4,557,869
Total income / additions
$9,846,728

Expenses & distributions

Benefits paid
$4,628,315
Administrative expenses
$27,809
Total expenses
$4,658,186
Net increase / (decrease)
$5,188,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Royal Alliance Associates IncADVISOR$51,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$23,191$02023

Related Form 5500 pages