Enhance Management 401(K) Plan — Form 5500 plan (Enhance Management 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, Enhance Management 401(K) Plan is a benefit plan reported by Enhance Management LLC under EIN 88-4257079 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $2,913,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enhance Management LLC
- EIN
- 88-4257079
- Plan number
- 001
- Plan type
- 2
- Location
- Edmond, OK
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $2,913,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241009164038NAL0010849683003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,913,759
- Net assets (EOY)
- $2,913,759
- Net assets (BOY)
- $2,091,978
Income & contributions
- Employer contributions
- $126,931
- Participant contributions
- $351,234
- Total contributions
- $503,984
- Total income / additions
- $877,044
Expenses & distributions
- Benefits paid
- $55,011
- Administrative expenses
- $252
- Total expenses
- $55,263
- Net increase / (decrease)
- $821,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $11,591 | not reported in the loaded dataset | 2023 |
| Pension Solutions, Inc. | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $608 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $144 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enhance Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Edmond, OK
- Edward D Jones & Co Lp — Schedule C compensation
- Pension Solutions, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation