Plan5500

Populus Financial Group, Inc. — 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, Populus Financial Group, Inc. (EIN 75-2142963) is a plan sponsor located in Irving, TX with 2 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
75-2142963
Location
Irving, TX
Loaded plans
2
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 Populus Financial Group, Inc.

  • 2 loaded plans hold $43M in reported assets.
  • The largest, Populus Financial Group, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4,990 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43MSummed across loaded plans$42,984,097
Total reported assets$43M$42,984,097
Total reported participants5K4,990
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43M total assets
Net assets$43MLiabilities$0
Contributions & income
Employer contributions$956K
Participant contributions$4.3M
Total income / additions$11.7M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.5M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Populus Financial Group, Inc. 401(K) Profit Sharing Plan
Participants per plan2,495Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Populus Financial Group, Inc. 401(K) Profit Sharing Plan$43M
    Plan #001 · 2,640 participants · 2023
  2. 2
    Populus Financial Group Health And Welfare Plannot reported in the loaded dataset
    Plan #505 · 2,350 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 Populus Financial Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Populus Financial Group, Inc. 401(K) Profit Sharing Plan2,640 participants · 2Sch HSch C
    View filing →
  2. 2023
    Populus Financial Group Health And Welfare Plan2,350 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Populus Financial Group, Inc. report on Form 5500?
Populus Financial Group, Inc. (EIN 75-2142963) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Populus Financial Group, Inc.?
The Employer Identification Number (EIN) reported for Populus Financial Group, Inc. is 75-2142963.
What is the latest Form 5500 filing year for Populus Financial Group, Inc.?
The latest loaded Form 5500 filing year for Populus Financial Group, Inc. is 2023.

Related Form 5500 pages