2023 Form 5500 filing — Populous 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240823104102NAL0003126275001) for Populous 401(K) Retirement Savings Plan, reported by Populous Group, LLC under EIN 43-1872565 and plan number 001. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$76.2MReported net assets$76,201,509
Participants505
Provider compensation$134.6K4 Schedule C row(s)$134,577
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240823104102NAL0003126275001
- Plan sponsor
- Populous Group, LLC
- EIN
- 43-1872565
- Plan number
- 001
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$76.2M total assets
Net assets$76.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $76,201,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,201,509
- Employer contributions
- $1,829,602
- Participant contributions
- $4,358,209
- Total income / additions
- $18,876,354
- Benefits paid
- $4,546,214
- Administrative expenses
- $130,268
- Total expenses
- $4,724,785
- Net increase / (decrease)
- $14,151,569
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $66,515 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,875 | $0 |
| Forvis Llp | AUDITOR | $12,337 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,850 | not reported in the loaded dataset |