Plan5500

Exp 401(K) Plan — Form 5500 plan (Exp World Holdings, 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, Exp 401(K) Plan is a benefit plan reported by Exp World Holdings, Inc. under EIN 98-0681092 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,888 participants and $39,847,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exp World Holdings, Inc.
EIN
98-0681092
Plan number
001
Plan type
2
Location
Bellingham, WA
Latest filing year
2023
Participants
1,888
End-of-year plan assets
$39,847,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,888H, C20241011125057NAL0044342690001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,847,987
Total liabilities (EOY)
$0
Net assets (EOY)
$39,847,987
Net assets (BOY)
$25,352,745

Income & contributions

Employer contributions
$4,788,904
Participant contributions
$7,977,056
Total contributions
$13,677,367
Total income / additions
$19,162,318

Expenses & distributions

Benefits paid
$4,410,772
Administrative expenses
$248,489
Total expenses
$4,667,076
Net increase / (decrease)
$14,495,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$141,955$02023
Mma SecuritiesADVISOR$73,701not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$32,832not reported in the loaded dataset2023

Related Form 5500 pages