Enercon Services, Inc. Savings Plan — Form 5500 plan (Enercon Services 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, Enercon Services, Inc. Savings Plan is a benefit plan reported by Enercon Services Inc under EIN 73-1176079 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,037 participants and $198,476,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enercon Services Inc
- EIN
- 73-1176079
- Plan number
- 001
- Plan type
- 2
- Location
- Kennesaw, GA
- Latest filing year
- 2023
- Participants
- 2,037
- End-of-year plan assets
- $198,476,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,037 | H, C | 20241009122044NAL0010598531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,476,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,476,237
- Net assets (BOY)
- $169,218,364
Income & contributions
- Employer contributions
- $3,983,644
- Participant contributions
- $14,678,792
- Total contributions
- $23,155,229
- Total income / additions
- $52,877,819
Expenses & distributions
- Benefits paid
- $23,413,806
- Administrative expenses
- $166,955
- Total expenses
- $23,619,946
- Net increase / (decrease)
- $29,257,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $87,962 | $42 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,993 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enercon Services Inc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Kennesaw, GA
- Raymond James & Associates, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation