2023 Form 5500 filing — Enterprise Associates LLC 401(K) 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 20241008060551NAL0016222961001) for Enterprise Associates LLC 401(K) Retirement Plan, reported by Enterprise Associates, LLC under EIN 26-1573584 and plan number 001. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008060551NAL0016222961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enterprise Associates, LLC
- EIN
- 26-1573584
- Plan number
- 001
- Location
- Norwood, MA
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,481,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,481,249
- Employer contributions
- $198,702
- Participant contributions
- $1,821,402
- Total income / additions
- $5,275,900
- Benefits paid
- $1,133,250
- Administrative expenses
- $47,995
- Total expenses
- $1,216,530
- Net increase / (decrease)
- $4,059,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $36,643 | $0 |
| Adp, Inc. | RECORD KEEPER | $11,351 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |