2023 Form 5500 filing — Engaging Solutions 401(K) Plan For Mindful Stewardship And Abundance

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 20241009082620NAL0010428147001) for Engaging Solutions 401(K) Plan For Mindful Stewardship And Abundance, reported by Engaging Solutions, LLC under EIN 33-1109802 and plan number 001. It reports 181 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)$925.9KReported net assets$925,853
Participants181
Provider compensation$14.1K3 Schedule C row(s)$14,074
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009082620NAL0010428147001
Plan sponsor
Engaging Solutions, LLC
EIN
33-1109802
Plan number
001
Location
Indianapolis, IN
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)$925.9K total assets
Net assets$925.9KLiabilities$0
Money in vs. money out
Total income / additions$555.3K
Total expenses$124.6K
Benefits paid / distributions$110.5K
Contributions
Employer$136.2K
Participant$309.5K
Full reported line items
Total assets (EOY)
$925,853
Total liabilities (EOY)
$0
Net assets (EOY)
$925,853
Employer contributions
$136,175
Participant contributions
$309,536
Total income / additions
$555,251
Benefits paid
$110,510
Administrative expenses
$14,074
Total expenses
$124,584
Net increase / (decrease)
$430,667
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $9.4K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.3K · Indirect $0
  3. 3
    INVESTMENT ADVISORY-PLAN · Direct $346

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009082620NAL0010428147001 cover?
It is the 2023 Form 5500 filing for Engaging Solutions 401(K) Plan For Mindful Stewardship And Abundance, reported by Engaging Solutions, LLC (EIN 33-1109802).
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