Engage2excel Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Engage2excel 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, Engage2excel Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Engage2excel Inc. under EIN 56-1293970 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $45,182,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engage2excel Inc.
- EIN
- 56-1293970
- Plan number
- 001
- Plan type
- 2
- Location
- Statesville, NC
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $45,182,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20241010131344NAL0020123969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,182,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,182,883
- Net assets (BOY)
- $36,853,198
Income & contributions
- Employer contributions
- $586,082
- Participant contributions
- $1,859,247
- Total contributions
- $2,560,185
- Total income / additions
- $10,602,666
Expenses & distributions
- Benefits paid
- $2,240,041
- Administrative expenses
- $32,940
- Total expenses
- $2,272,981
- Net increase / (decrease)
- $8,329,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $26,265 | $0 | 2023 |
| Davidson Holland Whitesell & Co Pll | NONE | $9,000 | not reported in the loaded dataset | 2023 |