Englefield, Inc. Savings And Retirement 401(K) Plan — Form 5500 plan (Englefield, 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, Englefield, Inc. Savings And Retirement 401(K) Plan is a benefit plan reported by Englefield, Inc. under EIN 31-1248972 and plan number 001. The latest loaded filing year is 2023. The filing reports 693 participants and $14,199,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Englefield, Inc.
EIN
31-1248972
Plan number
001
Plan type
2
Location
Heath, OH
Latest filing year
2023
Participants
693
End-of-year plan assets
$14,199,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023693H, C20240710053223NAL0008371891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,199,443
Total liabilities (EOY)
$0
Net assets (EOY)
$14,199,443
Net assets (BOY)
$13,264,172

Income & contributions

Employer contributions
$120,464
Participant contributions
$818,190
Total contributions
$940,333
Total income / additions
$3,114,420

Expenses & distributions

Benefits paid
$2,032,314
Administrative expenses
$62,381
Total expenses
$2,179,149
Net increase / (decrease)
$935,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$39,022$02023
Lpl FinancialINVESTMENT/FINANCIAL ADVI$23,357$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages