Engledow Inc. 401k Plan — Form 5500 plan (Engledow 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, Engledow Inc. 401k Plan is a benefit plan reported by Engledow Inc. under EIN 35-1066915 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $4,528,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engledow Inc.
- EIN
- 35-1066915
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, IN
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $4,528,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241120132603NAL0002462755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,528,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,528,686
- Net assets (BOY)
- $4,198,846
Income & contributions
- Employer contributions
- $51,640
- Participant contributions
- $253,975
- Total contributions
- $317,380
- Total income / additions
- $1,028,951
Expenses & distributions
- Benefits paid
- $680,474
- Administrative expenses
- $18,637
- Total expenses
- $699,111
- Net increase / (decrease)
- $329,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $10,357 | $0 | 2023 |
| Global Retirement | ADVISOR | $8,280 | $0 | 2023 |