Encompass Group, LLC 401k Retirement Plan — Form 5500 plan (Encompass Group, 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 Group, LLC 401k Retirement Plan is a benefit plan reported by Encompass Group, LLC under EIN 58-2471437 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $34,477,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Encompass Group, LLC
EIN
58-2471437
Plan number
001
Plan type
2
Location
Mcdonough, GA
Latest filing year
2023
Participants
406
End-of-year plan assets
$34,477,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023406H, C20240903101430NAL0038704642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,477,230
Total liabilities (EOY)
$0
Net assets (EOY)
$34,477,230
Net assets (BOY)
$32,780,993

Income & contributions

Employer contributions
$180,785
Participant contributions
$671,909
Total contributions
$866,294
Total income / additions
$6,268,437

Expenses & distributions

Benefits paid
$4,533,391
Administrative expenses
$17,251
Total expenses
$4,572,200
Net increase / (decrease)
$1,696,237

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$17,251$02023

Related Form 5500 pages