2023 Form 5500 filing — Encompass Early Education & Care, Inc. Savings & Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920101640NAL0007624641001) for Encompass Early Education & Care, Inc. Savings & Retirement Plan, reported by Encompass Early Education & Care, Inc. under EIN 39-0824004 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,762,800
Participants150
Provider compensation$9.5K1 Schedule C row(s)$9,517
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920101640NAL0007624641001
Plan sponsor
Encompass Early Education & Care, Inc.
EIN
39-0824004
Plan number
001
Location
Green Bay, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$944.8K
Total expenses$231.9K
Benefits paid / distributions$209.4K
Contributions
Employer$63.2K
Participant$301.7K
Full reported line items
Total assets (EOY)
$3,762,800
Total liabilities (EOY)
$0
Net assets (EOY)
$3,762,800
Employer contributions
$63,170
Participant contributions
$301,738
Total income / additions
$944,810
Benefits paid
$209,357
Administrative expenses
$22,545
Total expenses
$231,902
Net increase / (decrease)
$712,908
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $9.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920101640NAL0007624641001 cover?
It is the 2023 Form 5500 filing for Encompass Early Education & Care, Inc. Savings & Retirement Plan, reported by Encompass Early Education & Care, Inc. (EIN 39-0824004).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages