Plan5500

Benchmark Group, Inc. 401(K) Plan — Form 5500 plan (Benchmark Group, Inc.)

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, Benchmark Group, Inc. 401(K) Plan is a benefit plan reported by Benchmark Group, Inc. under EIN 71-0604417 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $10,139,142 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Benchmark Group, Inc.
EIN
71-0604417
Plan number
001
Plan type
2
Location
Rogers, AR
Latest filing year
2023
Participants
260
End-of-year plan assets
$10,139,142

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241014101427NAL0025899793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,139,142
Total liabilities (EOY)
$0
Net assets (EOY)
$10,139,142
Net assets (BOY)
$8,058,561

Income & contributions

Employer contributions
$381,112
Participant contributions
$822,952
Total contributions
$1,253,198
Total income / additions
$2,676,701

Expenses & distributions

Benefits paid
$508,381
Administrative expenses
$87,652
Total expenses
$596,120
Net increase / (decrease)
$2,080,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$31,372$02023
Stifel Nicolaus & Co IncINVESTMENT ADVISOR$21,816not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$15,827not reported in the loaded dataset2023

Related Form 5500 pages