Esentire America 401(K) Profit Sharing Plan — Form 5500 plan (Esentire America)
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, Esentire America 401(K) Profit Sharing Plan is a benefit plan reported by Esentire America under EIN 98-1122952 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $9,905,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Esentire America
- EIN
- 98-1122952
- Plan number
- 001
- Plan type
- 2
- Location
- Leesburg, VA
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $9,905,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20251222113019NAL0005255667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,905,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,905,148
- Net assets (BOY)
- $6,794,776
Income & contributions
- Employer contributions
- $592,414
- Participant contributions
- $1,788,368
- Total contributions
- $2,418,511
- Total income / additions
- $3,784,959
Expenses & distributions
- Benefits paid
- $619,582
- Administrative expenses
- $55,005
- Total expenses
- $674,587
- Net increase / (decrease)
- $3,110,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $55,005 | not reported in the loaded dataset | 2023 |