The Expo Group, Inc. Employer 401(K) Plan — Form 5500 plan (The Expo 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, The Expo Group, Inc. Employer 401(K) Plan is a benefit plan reported by The Expo Group, LLC under EIN 75-2364585 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $10,081,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Expo Group, LLC
- EIN
- 75-2364585
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $10,081,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240801104700NAL0015113763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,081,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,081,728
- Net assets (BOY)
- $7,730,876
Income & contributions
- Employer contributions
- $250,000
- Participant contributions
- $1,230,609
- Total contributions
- $1,602,046
- Total income / additions
- $3,174,102
Expenses & distributions
- Benefits paid
- $772,477
- Administrative expenses
- $50,773
- Total expenses
- $823,250
- Net increase / (decrease)
- $2,350,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,408 | $0 | 2023 |
| Prospera Financial | INVESTMENT ADVISOR | $21,018 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,062 | not reported in the loaded dataset | 2023 |
| Armanino, Llp | TPA | $2,825 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Expo Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Prospera Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Armanino, Llp — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation