Enterprise Associates, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Enterprise Associates, LLC (EIN 26-1573584) is a plan sponsor located in Norwood, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-1573584
Location
Norwood, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,481,249
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,481,249

Contributions & income

Employer contributions
$198,702
Participant contributions
$1,821,402
Total income / additions
$5,275,900

Expenses & distributions

Benefits paid / distributions
$1,133,250
Total expenses
$1,216,530
Net increase / (decrease)
$4,059,370

Coverage

Total reported participants
1,100
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Enterprise Associates, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Enterprise Associates LLC 401(K) Retirement Plan001593$21,481,2492023
Enterprise Associates LLC Employee Benefits Plan501507not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Enterprise Associates, LLC
YearPlanParticipantsSchedulesFiling
2023Enterprise Associates LLC 401(K) Retirement Plan593H, C20241008060551NAL0016222961001
2023Enterprise Associates LLC Employee Benefits Plan50720241008162821NAL0017978497001

Related Form 5500 pages