Plan5500

Devos Ltd. D/B/A Guaranteed Returns — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Devos Ltd. D/B/A Guaranteed Returns (EIN 11-2946549) is a plan sponsor located in Holbrook, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-2946549
Location
Holbrook, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Devos Ltd. D/B/A Guaranteed Returns

  • 1 loaded plans hold $11M in reported assets.
  • The largest, Guaranteed Returns 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 233 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$11,015,632
Total reported assets$11M$11,015,632
Total reported participants233
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$199.4K
Participant contributions$352.1K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$528.8K
Total expenses$581.8K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Guaranteed Returns 401(K) Profit Sharing Plan
Participants per plan233Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Guaranteed Returns 401(K) Profit Sharing Plan$11M
    Plan #001 · 233 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Devos Ltd. D/B/A Guaranteed Returns. Open one for its full reported snapshot.

  1. 2023
    Guaranteed Returns 401(K) Profit Sharing Plan233 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Devos Ltd. D/B/A Guaranteed Returns report on Form 5500?
Devos Ltd. D/B/A Guaranteed Returns (EIN 11-2946549) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Devos Ltd. D/B/A Guaranteed Returns?
The Employer Identification Number (EIN) reported for Devos Ltd. D/B/A Guaranteed Returns is 11-2946549.
What is the latest Form 5500 filing year for Devos Ltd. D/B/A Guaranteed Returns?
The latest loaded Form 5500 filing year for Devos Ltd. D/B/A Guaranteed Returns is 2023.

Related Form 5500 pages