Plan5500

Group 1001 401(K) Savings Plan — Form 5500 plan (Group 1001 Resources 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, Group 1001 401(K) Savings Plan is a benefit plan reported by Group 1001 Resources LLC under EIN 83-1510950 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,269 participants and $134,157,094 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Group 1001 Resources LLC
EIN
83-1510950
Plan number
001
Plan type
2
Location
Zionsville, IN
Latest filing year
2023
Participants
1,269
End-of-year plan assets
$134,157,094

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,269H, C20240826114640NAL0005444707002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,157,094
Net assets (EOY)
$134,157,094
Net assets (BOY)
$100,311,449

Income & contributions

Employer contributions
$6,142,981
Participant contributions
$12,905,101
Total contributions
$22,595,463
Total income / additions
$41,380,177

Expenses & distributions

Benefits paid
$7,489,393
Administrative expenses
$23,918
Total expenses
$7,534,532
Net increase / (decrease)
$33,845,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fisher InvestmentsNONE$13,389not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$9,300not reported in the loaded dataset2023
Charles Schwab & Co.,Inc.NONE$500$02023

Related Form 5500 pages