Encompass LLC 401(K) Profit Sharing Plan — Form 5500 plan (Encompass LLC)
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, Encompass LLC 401(K) Profit Sharing Plan is a benefit plan reported by Encompass LLC under EIN 52-2228651 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $15,432,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Encompass LLC
- EIN
- 52-2228651
- Plan number
- 001
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $15,432,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240923155307NAL0023911202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,432,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,432,114
- Net assets (BOY)
- $11,751,960
Income & contributions
- Employer contributions
- $885,780
- Participant contributions
- $1,690,277
- Total contributions
- $2,663,804
- Total income / additions
- $4,823,374
Expenses & distributions
- Benefits paid
- $1,104,778
- Administrative expenses
- $38,442
- Total expenses
- $1,143,220
- Net increase / (decrease)
- $3,680,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $24,902 | $0 | 2023 |
| Capital Group Retirement Services | RECORDKEEPER | $12,860 | $0 | 2023 |
| Siegel Actuarial Consulting, Inc. | 3RD PARTY ADMINISTRATOR | $680 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Encompass LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Spring, MD
- Commonwealth Equity Services LLC — Schedule C compensation
- Capital Group Retirement Services — Schedule C compensation
- Siegel Actuarial Consulting, Inc. — Schedule C compensation