2023 Form 5500 filing — Enervise, Inc. Savings & Investment 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 20240826134624NAL0020513186001) for Enervise, Inc. Savings & Investment Plan, reported by Enervise, Inc. under EIN 31-1144000 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240826134624NAL0020513186001
Filing year
2023
Form type
2
Plan sponsor
Enervise, Inc.
EIN
31-1144000
Plan number
001
Location
Blue Ash, OH
Participants
140
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,113,761
Total liabilities (EOY)
$0
Net assets (EOY)
$8,113,761
Employer contributions
$83,173
Participant contributions
$541,239
Total income / additions
$1,848,696
Benefits paid
$1,199,811
Administrative expenses
$3,254
Total expenses
$1,204,432
Net increase / (decrease)
$644,264
Schedule source
Schedule H

Related Form 5500 pages