Ethos 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, Ethos Group, Inc. (EIN 75-2672389) is a plan sponsor located in Irving, TX 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
75-2672389
Location
Irving, TX
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,412,419
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$46,412,419

Contributions & income

Employer contributions
$1,489,057
Participant contributions
$5,096,625
Total income / additions
$13,730,872

Expenses & distributions

Benefits paid / distributions
$505,042
Total expenses
$700,048
Net increase / (decrease)
$13,030,824

Coverage

Total reported participants
521
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Ethos Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ethos Group 401(K) Plan001521$46,412,4192023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ethos Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Ethos Group 401(K) Plan521H, C20241224101059NAL0006371251001

Related Form 5500 pages