2023 Form 5500 filing — 2020 Companies, Inc. 401(K) Retirement 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 20241009135923NAL0010697939001) for 2020 Companies, Inc. 401(K) Retirement Plan, reported by 2020 Companies, Inc. under EIN 26-2002404 and plan number 001. It reports 1,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135923NAL0010697939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 2020 Companies, Inc.
- EIN
- 26-2002404
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 1,644
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,276,826
- Total liabilities (EOY)
- $135,499
- Net assets (EOY)
- $8,141,327
- Employer contributions
- $286,564
- Participant contributions
- $1,178,175
- Total income / additions
- $2,805,074
- Benefits paid
- $445,284
- Administrative expenses
- $60,823
- Total expenses
- $506,107
- Net increase / (decrease)
- $2,298,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $30,748 | $0 |
| Wells Fargo Clearing Services | INVESTMENT ADVISORY/PL | $16,574 | not reported in the loaded dataset |
| Transamerica Retire. Solutions, LLC | RECORD KEEPER | $13,501 | $0 |