2023 Form 5500 filing — Energage LLC 401(K) Profit Sharing Plan And Trust
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 20240926144141NAL0000457491001) for Energage LLC 401(K) Profit Sharing Plan And Trust, reported by Energage, LLC under EIN 20-8156907 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926144141NAL0000457491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energage, LLC
- EIN
- 20-8156907
- Plan number
- 001
- Location
- Exton, PA
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,980,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,980,795
- Employer contributions
- $575,132
- Participant contributions
- $1,131,562
- Total income / additions
- $2,993,129
- Benefits paid
- $551,857
- Administrative expenses
- $67,140
- Total expenses
- $618,997
- Net increase / (decrease)
- $2,374,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,045 | not reported in the loaded dataset |
| Wealth Advisory Group Inc | ADVISOR | $24,433 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTING | $14,666 | not reported in the loaded dataset |