2023 Form 5500 filing — Elevate Ent Partners, 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 20241112135230NAL0009318035001) for Elevate Ent Partners, LLC 401(K) Plan, reported by Ent Mso, LLC (Dba Elevate Ent Partners, LLC) under EIN 83-2872606 and plan number 001. It reports 971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112135230NAL0009318035001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ent Mso, LLC (Dba Elevate Ent Partners, LLC)
- EIN
- 83-2872606
- Plan number
- 001
- Location
- Miami Lakes, FL
- Participants
- 971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,823,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,823,916
- Employer contributions
- $7,340,928
- Participant contributions
- $5,185,646
- Total income / additions
- $33,331,885
- Benefits paid
- $8,071,121
- Administrative expenses
- $174,589
- Total expenses
- $8,245,710
- Net increase / (decrease)
- $25,086,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $96,891 | $0 |
| Creative Planning LLC | NONE | $73,934 | not reported in the loaded dataset |