Populous 401(K) Retirement Savings Plan — Form 5500 plan (Populous Group, LLC)
Plain-English plan 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, Populous 401(K) Retirement Savings Plan is a benefit plan reported by Populous Group, LLC under EIN 43-1872565 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $76,201,509 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$76.2MPlan net assets, end of year$76,201,509
Participants505Covered participants reported
Assets / participant$150.9KComputed: assets ÷ participants$150,894 (computed)
Provider compensation$134.6K4 Schedule C provider row(s)$134,577
- Plan sponsor
- Populous Group, LLC
- EIN
- 43-1872565
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20240823104102NAL0003126275001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$76.2M total assets
Net assets$76.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $76,201,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,201,509
- Net assets (BOY)
- $62,049,940
Income & contributions
- Employer contributions
- $1,829,602
- Participant contributions
- $4,358,209
- Total contributions
- $7,959,049
- Total income / additions
- $18,876,354
Expenses & distributions
- Benefits paid
- $4,546,214
- Administrative expenses
- $130,268
- Total expenses
- $4,724,785
- Net increase / (decrease)
- $14,151,569
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $66,515 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,875 | $0 | 2023 |
| Forvis Llp | AUDITOR | $12,337 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Populous Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Cbiz Investment Advisory Services L — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation