Enginuity Retirement Plan — Form 5500 plan (Enginuity, LLC)

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, Enginuity Retirement Plan is a benefit plan reported by Enginuity, LLC under EIN 04-3720368 and plan number 001. The latest loaded filing year is 2023. The filing reports 56 participants and $4,073,195 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,073,195
Participants56Covered participants reported
Assets / participant$72.7KComputed: assets ÷ participants$72,736 (computed)
Provider compensationNone reported
Plan sponsor
Enginuity, LLC
EIN
04-3720368
Plan number
001
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202356I20240805073826NAL0000928465001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$868.7K
Total expenses$54K
Benefits paid / distributions$42.9K
Contributions
Employer$103.1K
Participant$222K
Full reported line items

Net assets

Total assets (EOY)
$4,073,195
Total liabilities (EOY)
$0
Net assets (EOY)
$4,073,195
Net assets (BOY)
$3,258,550

Income & contributions

Employer contributions
$103,053
Participant contributions
$222,047
Total income / additions
$868,663

Expenses & distributions

Benefits paid
$42,892
Administrative expenses
$11,126
Total expenses
$54,018
Net increase / (decrease)
$814,645
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages