Embree Group 401(K) Retirement Plan — Form 5500 plan (Embree Construction 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, Embree Group 401(K) Retirement Plan is a benefit plan reported by Embree Construction Group, Inc under EIN 74-2242835 and plan number 001. The latest loaded filing year is 2023. The filing reports 541 participants and $16,829,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Embree Construction Group, Inc
EIN
74-2242835
Plan number
001
Plan type
3
Location
Georgetown, TX
Latest filing year
2023
Participants
541
End-of-year plan assets
$16,829,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023541H, C20241009134148NAL0010686931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,829,979
Total liabilities (EOY)
$0
Net assets (EOY)
$16,829,979
Net assets (BOY)
$14,737,984

Income & contributions

Employer contributions
$430,211
Participant contributions
$1,368,332
Total contributions
$2,047,538
Total income / additions
$4,451,164

Expenses & distributions

Benefits paid
$2,309,853
Administrative expenses
$27,125
Total expenses
$2,359,169
Net increase / (decrease)
$2,091,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Allocation CompanyTPA$0$7,4822023

Related Form 5500 pages