Flagg Bicycle Group, LLC 401k Plan — Form 5500 plan (Flagg Bicycle 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, Flagg Bicycle Group, LLC 401k Plan is a benefit plan reported by Flagg Bicycle Group, LLC under EIN 88-2054757 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,256 participants and $76,414,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flagg Bicycle Group, LLC
- EIN
- 88-2054757
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 1,256
- End-of-year plan assets
- $76,414,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,256 | H, C | 20240904081610NAL0011019043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,414,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,414,858
- Net assets (BOY)
- $64,760,494
Income & contributions
- Employer contributions
- $487,874
- Participant contributions
- $4,699,785
- Total contributions
- $6,580,216
- Total income / additions
- $18,986,166
Expenses & distributions
- Benefits paid
- $7,363,642
- Administrative expenses
- -$49,943
- Total expenses
- $7,331,802
- Net increase / (decrease)
- $11,654,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $19,055 | not reported in the loaded dataset | 2023 |
| Christensen Group Financial | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Kestra Financial, Inc. | INVESTMENT ADVISOR | $6,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$87,748 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flagg Bicycle Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Strategic Advisors, Inc. — Schedule C compensation
- Christensen Group Financial — Schedule C compensation
- Kestra Financial, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation