2023 Form 5500 filing — Enterprise Bank And Trust Company 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 20240801122617NAL0036066944001) for Enterprise Bank And Trust Company 401(K) Plan, reported by Enterprise Bank And Trust Company under EIN 04-2993547 and plan number 001. It reports 689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801122617NAL0036066944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enterprise Bank And Trust Company
- EIN
- 04-2993547
- Plan number
- 001
- Location
- Lowell, MA
- Participants
- 689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,509,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,509,404
- Employer contributions
- $2,049,278
- Participant contributions
- $5,759,353
- Total income / additions
- $23,842,666
- Benefits paid
- $4,193,871
- Administrative expenses
- $85,414
- Total expenses
- $4,279,285
- Net increase / (decrease)
- $19,563,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $63,914 | $0 |
| Sentinel Pension Advisors | RETAINED BY EMPLOYER | $16,000 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker, LLC | RETAINED BY EMPLOYER | $5,500 | not reported in the loaded dataset |