2023 Form 5500 filing — Specialty1 Partners 401(K) 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 20250110153057NAL0022939728001) for Specialty1 Partners 401(K) Plan, reported by Endo1 Partners Dba Specialty1 Partners LLC under EIN 84-3113434 and plan number 001. It reports 1,680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110153057NAL0022939728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Endo1 Partners Dba Specialty1 Partners LLC
- EIN
- 84-3113434
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,864,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,864,650
- Employer contributions
- $5,099,140
- Participant contributions
- $9,189,486
- Total income / additions
- $22,450,751
- Benefits paid
- $2,152,268
- Administrative expenses
- $91,729
- Total expenses
- $2,243,997
- Net increase / (decrease)
- $20,206,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Institutional Operations | RECORD KEEPER | $91,729 | $0 |