2023 Form 5500 filing — Enerwise Global Technologies, LLC 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 20240820051933NAL0005091170001) for Enerwise Global Technologies, LLC 401(K) Plan, reported by Enerwise Global Technologies under EIN 23-3073713 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820051933NAL0005091170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enerwise Global Technologies
- EIN
- 23-3073713
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,816,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,816,696
- Employer contributions
- $801,695
- Participant contributions
- $2,591,519
- Total income / additions
- $8,788,965
- Benefits paid
- $3,419,038
- Administrative expenses
- $72,425
- Total expenses
- $3,508,027
- Net increase / (decrease)
- $5,280,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenspring Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $33,788 | $0 |
| Adp, Inc. | RECORD KEEPER | $28,036 | $0 |
| Greenspring Advisors, LLC | ACCOUNTANT | $10,600 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |