Flagship Holding Profit Sharing And 401(K) Plan — Form 5500 plan (Flagship Enterprises Holding)

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, Flagship Holding Profit Sharing And 401(K) Plan is a benefit plan reported by Flagship Enterprises Holding under EIN 92-1160337 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,292 participants and $24,405,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Flagship Enterprises Holding
EIN
92-1160337
Plan number
001
Plan type
2
Location
Southlake, TX
Latest filing year
2023
Participants
2,292
End-of-year plan assets
$24,405,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,292H, C20241015204324NAL0015386947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,405,582
Total liabilities (EOY)
$0
Net assets (EOY)
$24,405,582
Net assets (BOY)
$17,056,097

Income & contributions

Employer contributions
$660,657
Participant contributions
$3,377,178
Total contributions
$4,519,264
Total income / additions
$8,109,261

Expenses & distributions

Benefits paid
$2,929,633
Administrative expenses
$146,448
Total expenses
$3,144,561
Net increase / (decrease)
$4,964,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$107,871$02023
Three Bell Capital LLCINVESTMENT/FINANCIAL ADVI$38,576$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages