Enterprise Employees' Pension And 401(K) Plan — Form 5500 plan (Enterprise Community Partners 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, Enterprise Employees' Pension And 401(K) Plan is a benefit plan reported by Enterprise Community Partners Inc under EIN 52-1231931 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,832 participants and $182,329,813 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enterprise Community Partners Inc
EIN
52-1231931
Plan number
333
Plan type
2
Location
Columbia, MD
Latest filing year
2023
Participants
1,832
End-of-year plan assets
$182,329,813

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,832H, C20241014164539NAL0015315235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$182,329,813
Total liabilities (EOY)
$0
Net assets (EOY)
$182,329,813
Net assets (BOY)
$200,650,992

Income & contributions

Employer contributions
$6,610,448
Participant contributions
$9,438,375
Total contributions
$17,086,063
Total income / additions
$47,853,847

Expenses & distributions

Benefits paid
$15,966,732
Administrative expenses
$338,422
Total expenses
$16,327,694
Net increase / (decrease)
$31,526,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$338,421$1,9992023
Nfp RetirementCONSULTANT$0$159,0842023

Related Form 5500 pages