Emprise Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Emprise Corporation)
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, Emprise Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Emprise Corporation under EIN 31-1257326 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $11,537,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emprise Corporation
- EIN
- 31-1257326
- Plan number
- 001
- Plan type
- 2
- Location
- Ledyard, CT
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $11,537,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240816051030NAL0008074035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,537,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,537,495
- Net assets (BOY)
- $7,804,039
Income & contributions
- Employer contributions
- $653,473
- Participant contributions
- $1,623,592
- Total contributions
- $2,491,128
- Total income / additions
- $4,246,770
Expenses & distributions
- Benefits paid
- $453,419
- Administrative expenses
- $59,895
- Total expenses
- $513,314
- Net increase / (decrease)
- $3,733,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $36,505 | $0 | 2023 |
| Excel Wealth Management, LLC | INVESTMENT/FINANCIAL ADVI | $23,387 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |