Plan5500

E4 Services, LLC 401(K) Plan — Form 5500 plan (E4 Services, 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, E4 Services, LLC 401(K) Plan is a benefit plan reported by E4 Services, LLC under EIN 75-3171575 and plan number 001. The latest loaded filing year is 2023. The filing reports 718 participants and $16,926,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E4 Services, LLC
EIN
75-3171575
Plan number
001
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
718
End-of-year plan assets
$16,926,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023718H, C20241015150509NAL0030094945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,926,926
Total liabilities (EOY)
$0
Net assets (EOY)
$16,926,926
Net assets (BOY)
$10,627,621

Income & contributions

Employer contributions
$574,308
Participant contributions
$1,188,881
Total contributions
$1,868,711
Total income / additions
$4,570,862

Expenses & distributions

Benefits paid
$1,277,772
Administrative expenses
$43,203
Total expenses
$1,320,975
Net increase / (decrease)
$3,249,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$35,907not reported in the loaded dataset2023
Capital Group Retirement Plan SvcsRECORDKEEPER$14,790$02023
Futureplan By AscensusCONTRACT ADMINISTRATOR$9,134not reported in the loaded dataset2023

Related Form 5500 pages