Retirement plan

ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN

Name: ENDO TECHNOLOGIES, LLC - ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: ENDO TECHNOLOGIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN, ENDO TECHNOLOGIES, LLC

ENDO TECHNOLOGIES, LLCEIN 47-4340376Plan #001PY 2023

6660 NEW NASHVILLE HIGHWAY - SMYRNA, TN 37167615-220-8728endoti.comLinkedIn11-50 employeesmedical devices

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$705K

+30.3% from 2022

Total participants

+50.0% from 2022

Average account balance

$47,030

No prior year

Annual return

16.14%

+34.87 pp from 2022

Benchmarks

See 139,849 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,849 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$871K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$54K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

123.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,030

$148,582-68.3%

$135,942-65.4%

$139,456-66.3%

Participation rate

76.9%

83.9%-6.9pp

81.9%-5.0pp

80.3%-3.4pp

Annual return

16.14%

79.26%-63.1pp

68.28%-52.1pp

373.45%-357.3pp

Employer contribution / active EE

$1,999

$5,245-61.9%

$4,858-58.9%

$4,753-57.9%

Participant deferral / active EE

$3,909

$8,101-51.7%

$7,759-49.6%

$6,711-41.8%

Admin fee / account holder

$12,402-100.0%

$10,764-100.0%

$11,407-100.0%

ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ENDO TECHNOLOGIES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion