Plan5500

Emprise Group, Inc. — 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, Emprise Group, Inc. (EIN 85-2687843) is a plan sponsor located in St Louis, MO with 1 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
85-2687843
Location
St Louis, MO
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Emprise Group, Inc.

  • 2 loaded plans hold $233.6M in reported assets.
  • The largest, Vi-Jon Employee Stock Ownership Plan, holds 66% of this company's reported plan assets.
  • Plans cover 2,873 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$113.5MSummed across loaded plans-$113,545,777
Total reported assets$233.6M$233,639,910
Total reported participants2.9K2,873
Total reported liabilities$354.9M$354,949,783

Reported net position

Reported assets = net assets + liabilities (summed)$233.6M total assets
Net assets-$113.5MLiabilities$354.9M
Contributions & income
Employer contributions$13M
Participant contributions$4.3M
Total income / additions$36.6M
Expenses & distributions
Benefits paid / distributions$11.2M
Total expenses$15.4M
Net increase / (decrease)$21.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets66%Vi-Jon Employee Stock Ownership Plan
Participants per plan1,437Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Vi-Jon Employee Stock Ownership Plan$154.3M
    Plan #001 · 1,115 participants · 2023
  2. 2
    Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan$79.3M
    Plan #002 · 1,758 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Emprise Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Vi-Jon Personal Choice 401(K) Retirement Plan Fka Cumberland Swan Holdings, Inc. Retirement Income Savings Plan1,758 participants · 2Sch HSch C
    View filing →
  2. 2023
    Vi-Jon Employee Stock Ownership Plan1,115 participants · 2Sch H
    View filing →
  3. 2023
    Emprise Group, Inc. Employee Stock Ownership Plan1,055 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Emprise Group, Inc. report on Form 5500?
Emprise Group, Inc. (EIN 85-2687843) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Emprise Group, Inc.?
The Employer Identification Number (EIN) reported for Emprise Group, Inc. is 85-2687843.
What is the latest Form 5500 filing year for Emprise Group, Inc.?
The latest loaded Form 5500 filing year for Emprise Group, Inc. is 2023.

Related Form 5500 pages