Encore Electric, Inc. 401(K) Plan — Form 5500 plan (Encore Electric, 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, Encore Electric, Inc. 401(K) Plan is a benefit plan reported by Encore Electric, Inc. under EIN 47-0903643 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,303 participants and $75,466,572 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Encore Electric, Inc.
EIN
47-0903643
Plan number
001
Plan type
2
Location
Lakewood, CO
Latest filing year
2023
Participants
1,303
End-of-year plan assets
$75,466,572

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,303H, C20240730145416NAL0020269857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,466,572
Total liabilities (EOY)
$0
Net assets (EOY)
$75,466,572
Net assets (BOY)
$57,983,635

Income & contributions

Employer contributions
$3,134,375
Participant contributions
$6,352,852
Total contributions
$9,981,387
Total income / additions
$21,137,384

Expenses & distributions

Benefits paid
$3,548,547
Administrative expenses
$105,900
Total expenses
$3,654,447
Net increase / (decrease)
$17,482,937

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$98,400$02023
Private Client Services LLCADVISOR$7,500not reported in the loaded dataset2023

Related Form 5500 pages