2023 Form 5500 filing — Enercon Services, Inc. Savings 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 20241009122044NAL0010598531001) for Enercon Services, Inc. Savings Plan, reported by Enercon Services Inc under EIN 73-1176079 and plan number 001. It reports 2,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122044NAL0010598531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enercon Services Inc
- EIN
- 73-1176079
- Plan number
- 001
- Location
- Kennesaw, GA
- Participants
- 2,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,476,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,476,237
- Employer contributions
- $3,983,644
- Participant contributions
- $14,678,792
- Total income / additions
- $52,877,819
- Benefits paid
- $23,413,806
- Administrative expenses
- $166,955
- Total expenses
- $23,619,946
- Net increase / (decrease)
- $29,257,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $87,962 | $42 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,993 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |