Ene Systems Inc. Profit Sharing Plan — Form 5500 plan (Ene. Systems Inc.)
Plain-English plan 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, Ene Systems Inc. Profit Sharing Plan is a benefit plan reported by Ene. Systems Inc. under EIN 04-2956130 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $30,111,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ene. Systems Inc.
- EIN
- 04-2956130
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, MA
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $30,111,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240916090854NAL0001878416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,111,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,111,099
- Net assets (BOY)
- $24,930,142
Income & contributions
- Employer contributions
- $693,211
- Participant contributions
- $1,645,481
- Total contributions
- $3,043,617
- Total income / additions
- $6,979,379
Expenses & distributions
- Benefits paid
- $1,762,260
- Administrative expenses
- $36,162
- Total expenses
- $1,798,422
- Net increase / (decrease)
- $5,180,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $55,205 | 2023 |
| Citrin Cooperman And Company Llp | SERVICE PROVIDER | $15,200 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $11,729 | $2,808 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $9,233 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ene. Systems Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Canton, MA
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Citrin Cooperman And Company Llp — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation