Empowered Ventures, Inc. Employee Stock Ownership Plan — Form 5500 plan (Empowered Ventures, 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, Empowered Ventures, Inc. Employee Stock Ownership Plan is a benefit plan reported by Empowered Ventures, Inc. under EIN 85-1267873 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $98,437,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empowered Ventures, Inc.
- EIN
- 85-1267873
- Plan number
- 002
- Plan type
- 2
- Location
- Carmel, IN
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $98,437,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H | 20250114094609NAL0019679329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,437,128
- Total liabilities (EOY)
- $9,023,441
- Net assets (EOY)
- $89,413,687
- Net assets (BOY)
- $75,625,213
Income & contributions
- Employer contributions
- $736,604
- Total contributions
- $736,604
- Total income / additions
- $16,649,038
Expenses & distributions
- Benefits paid
- $2,555,423
- Administrative expenses
- $0
- Total expenses
- $2,860,564
- Net increase / (decrease)
- $13,788,474
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.