2023 Form 5500 filing — Engage2excel Inc. 401(K) Profit Sharing 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 20241010131344NAL0020123969001) for Engage2excel Inc. 401(K) Profit Sharing Plan, reported by Engage2excel Inc. under EIN 56-1293970 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131344NAL0020123969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Engage2excel Inc.
- EIN
- 56-1293970
- Plan number
- 001
- Location
- Statesville, NC
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,182,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,182,883
- Employer contributions
- $586,082
- Participant contributions
- $1,859,247
- Total income / additions
- $10,602,666
- Benefits paid
- $2,240,041
- Administrative expenses
- $32,940
- Total expenses
- $2,272,981
- Net increase / (decrease)
- $8,329,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $26,265 | $0 |
| Davidson Holland Whitesell & Co Pll | NONE | $9,000 | not reported in the loaded dataset |