2023 Form 5500 filing — Envelop Group, LLC 401(K) 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 20241015122148NAL0029609393001) for Envelop Group, LLC 401(K) Plan, reported by Envelop Group, LLC under EIN 81-3095362 and plan number 001. It reports 167 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)$13.2MReported net assets$13,246,326
Participants167
Provider compensation$54.8K3 Schedule C row(s)$54,824
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015122148NAL0029609393001
Plan sponsor
Envelop Group, LLC
EIN
81-3095362
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)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$532.9K
Benefits paid / distributions$475.2K
Contributions
Employer$418.4K
Participant$994.2K
Full reported line items
Total assets (EOY)
$13,246,326
Total liabilities (EOY)
$0
Net assets (EOY)
$13,246,326
Employer contributions
$418,419
Participant contributions
$994,222
Total income / additions
$4,042,492
Benefits paid
$475,157
Administrative expenses
$57,712
Total expenses
$532,869
Net increase / (decrease)
$3,509,623
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $27.5K
  2. 2
    RECORD KEEPER · Direct $17.5K · Indirect $0
  3. 3
    INVESTMENT MANAGEMENT · Direct $9.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122148NAL0029609393001 cover?
It is the 2023 Form 5500 filing for Envelop Group, LLC 401(K) Plan, reported by Envelop Group, LLC (EIN 81-3095362).
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