2023 Form 5500 filing — Encompass 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 20240903164959NAL0018728097001) for Encompass 401(K) Plan, reported by Encompass Technologies Development Inc. under EIN 81-3742513 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903164959NAL0018728097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Encompass Technologies Development Inc.
- EIN
- 81-3742513
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,105,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,105,068
- Employer contributions
- $617,100
- Participant contributions
- $1,108,924
- Total income / additions
- $3,197,966
- Benefits paid
- $719,248
- Administrative expenses
- $36,566
- Total expenses
- $755,814
- Net increase / (decrease)
- $2,442,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Svc Inc | INV ADV | $17,470 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of Am | RECORDKEEPER | $12,846 | $0 |
| Empower Advisory Group | INVEST MNGT | $3,433 | not reported in the loaded dataset |
| Benefits 2 Administrators, LLC | CONTRACT ADMINISTRATOR | $2,305 | not reported in the loaded dataset |
| Ameriben Iec Group | CONTRACT ADMIN | $390 | not reported in the loaded dataset |