Flatonia Investments, Llc 401(k) Plan: Login, Facts & Contact Information

Flatonia Investments, Llc 401(k) Plan Facts

Plan name
FLATONIA INVESTMENTS, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FLATONIA INVESTMENTS, LLC
Participants
1,061 (585 active employees)
Former employees with a balance
410
Plan assets
$51,600,194 at Dec 31, 2022
Average account balance
$52,815 across 977 accounts
Employer contributions
$1,878,421 in plan year 2022 (23% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jan 1, 2009
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Sep 21, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $8.36 million went into the plan in contributions, $1.88 million of it from the employer (23%).
  • $6.60 million was paid out to participants.
  • Administrative expenses were $129,169, about $132 per account.

How the Flatonia Investments, Llc 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20171,438$37.1 million$2.41 million$2.75 million
20181,667$31.7 million$1.67 million$10.0 million
20191,095$40.3 million$1.96 million$5.45 million
2020988$50.6 million$2.51 million$4.87 million
20211,062$59.8 million$2.61 million$8.84 million
20221,061$51.6 million$1.88 million$6.60 million

Flatonia Investments, Llc 401(k) Contact Information

Phone
713-993-4413
Mailing address
10496 KATY FREEWAY, SUITE 250, HOUSTON TX 77043
Plan sponsor
FLATONIA INVESTMENTS, LLC
Employer identification number (EIN)
26-2522372
Plan number
001

Questions about the Flatonia Investments, Llc 401(k)

Does Flatonia Investments, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $1.88 million, 23% of all contributions.

Does the Flatonia Investments, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Flatonia Investments, Llc 401(k) plan?

1,061 participants at the start of plan year 2022, 585 of them active employees, and 410 former employees who still had money in the plan.

What is the average 401(k) balance at Flatonia Investments, Llc?

About $52,815 per account: $51.6 million in plan assets across 977 accounts with a balance at the end of plan year 2022.

Who manages the Flatonia Investments, Llc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Flatonia Investments, Llc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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