2023 Form 5500 filing — Group 1001 401(K) 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 20240826114640NAL0005444707002) for Group 1001 401(K) Savings Plan, reported by Group 1001 Resources LLC under EIN 83-1510950 and plan number 001. It reports 1,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826114640NAL0005444707002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Group 1001 Resources LLC
- EIN
- 83-1510950
- Plan number
- 001
- Location
- Zionsville, IN
- Participants
- 1,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,157,094
- Net assets (EOY)
- $134,157,094
- Employer contributions
- $6,142,981
- Participant contributions
- $12,905,101
- Total income / additions
- $41,380,177
- Benefits paid
- $7,489,393
- Administrative expenses
- $23,918
- Total expenses
- $7,534,532
- Net increase / (decrease)
- $33,845,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Investments | NONE | $13,389 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $9,300 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $500 | $0 |