2023 Form 5500 filing — Emerge, Inc. 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 20241011070954NAL0022344977001) for Emerge, Inc. Retirement Plan, reported by Emerge, Inc. under EIN 52-1073386 and plan number 001. It reports 426 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)$4.5MReported net assets$4,509,405
Participants426
Provider compensation$67.7K3 Schedule C row(s)$67,732
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011070954NAL0022344977001
Plan sponsor
Emerge, Inc.
EIN
52-1073386
Plan number
001
Location
Columbia, MD
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$890.7K
Total expenses$366K
Benefits paid / distributions$322K
Contributions
Employer$95.1K
Participant$194.1K
Full reported line items
Total assets (EOY)
$4,509,405
Total liabilities (EOY)
$0
Net assets (EOY)
$4,509,405
Employer contributions
$95,148
Participant contributions
$194,117
Total income / additions
$890,717
Benefits paid
$321,958
Administrative expenses
$44,049
Total expenses
$366,007
Net increase / (decrease)
$524,710
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $42K · Indirect $0
  2. 2
    BROKER/ADVISOR · Direct $0 · Indirect $19.6K
  3. 3
    CONTRACT ADMIN · Direct $2.1K · Indirect $4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011070954NAL0022344977001 cover?
It is the 2023 Form 5500 filing for Emerge, Inc. Retirement Plan, reported by Emerge, Inc. (EIN 52-1073386).
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