2023 Form 5500 filing — Populus Group, LLC 401(K) Profit Sharing Plan And Trust

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 20240917142718NAL0002919377001) for Populus Group, LLC 401(K) Profit Sharing Plan And Trust, reported by Populus Group LLC under EIN 38-3659021 and plan number 001. It reports 8,737 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)$109.3MReported net assets$109,284,000
Participants8.7K8,737
Provider compensation$578.2K3 Schedule C row(s)$578,185
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917142718NAL0002919377001
Plan sponsor
Populus Group LLC
EIN
38-3659021
Plan number
001
Location
Troy, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$109.3M total assets
Net assets$109.3MLiabilities$0
Money in vs. money out
Total income / additions$43.8M
Total expenses$21.8M
Benefits paid / distributions$21.2M
Contributions
Employer$265.8K
Participant$24.6M
Full reported line items
Total assets (EOY)
$109,284,000
Total liabilities (EOY)
$0
Net assets (EOY)
$109,284,000
Employer contributions
$265,786
Participant contributions
$24,601,610
Total income / additions
$43,803,423
Benefits paid
$21,184,575
Administrative expenses
$578,185
Total expenses
$21,805,985
Net increase / (decrease)
$21,997,438
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $436.6K · Indirect $0
  2. 2
    INVESTMENT MANAGEMENT · Direct $120.6K
  3. 3
    ACCOUNTANT · Direct $21K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917142718NAL0002919377001 cover?
It is the 2023 Form 5500 filing for Populus Group, LLC 401(K) Profit Sharing Plan And Trust, reported by Populus Group LLC (EIN 38-3659021).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages