Plan5500

Engagemed 401(K) Plan — Form 5500 plan (Engagemed, 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, Engagemed 401(K) Plan is a benefit plan reported by Engagemed, Inc. under EIN 71-0765533 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,351 participants and $42,613,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Engagemed, Inc.
EIN
71-0765533
Plan number
001
Plan type
2
Location
North Little Rock, AR
Latest filing year
2023
Participants
1,351
End-of-year plan assets
$42,613,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,351H, C20241015140757NAL0016582867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,613,070
Total liabilities (EOY)
$0
Net assets (EOY)
$42,613,070
Net assets (BOY)
$33,657,830

Income & contributions

Employer contributions
$3,324,752
Participant contributions
$2,756,157
Total contributions
$6,466,864
Total income / additions
$12,458,241

Expenses & distributions

Benefits paid
$3,307,141
Administrative expenses
$195,860
Total expenses
$3,503,001
Net increase / (decrease)
$8,955,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$120,015$02023
Pension Consultants, Inc.PRETAINED BY EMPLOYER$59,375not reported in the loaded dataset2023
Hcj Cpas & Advisors, PllcRETAINED BY EMPLOYER$16,470not reported in the loaded dataset2023

Related Form 5500 pages