2023 Form 5500 filing — Englewood Marketing Group 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718141255NAL0003509011001) for Englewood Marketing Group 401(K) Plan, reported by Englewood Marketing Group, Inc. under EIN 39-1846432 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718141255NAL0003509011001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Englewood Marketing Group, Inc.
- EIN
- 39-1846432
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,974,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,974,741
- Employer contributions
- $118,909
- Participant contributions
- $590,344
- Total income / additions
- $2,815,786
- Benefits paid
- $725,491
- Administrative expenses
- $74,457
- Total expenses
- $799,948
- Net increase / (decrease)
- $2,015,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $37,006 | not reported in the loaded dataset |
| Creative Planning, LLC | INVESTMENT ADVISOR | $28,936 | not reported in the loaded dataset |
| Hawkins & Ash, Cpas | AUDITOR | $8,500 | not reported in the loaded dataset |