2023 Form 5500 filing — Enterprise Financial Group, Inc. 401(K) Savings 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 20240913115623NAL0005055299001) for Enterprise Financial Group, Inc. 401(K) Savings Plan, reported by Enterprise Financial Group, Inc. under EIN 73-1027611 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.9MReported net assets$12,911,256
Participants188
Provider compensation$59.8K3 Schedule C row(s)$59,828
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913115623NAL0005055299001
Plan sponsor
Enterprise Financial Group, Inc.
EIN
73-1027611
Plan number
001
Location
Irving, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$600.7K
Participant$1.2M
Full reported line items
Total assets (EOY)
$12,911,256
Total liabilities (EOY)
$0
Net assets (EOY)
$12,911,256
Employer contributions
$600,684
Participant contributions
$1,179,501
Total income / additions
$3,634,254
Benefits paid
$1,160,548
Administrative expenses
$59,828
Total expenses
$1,248,600
Net increase / (decrease)
$2,385,654
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $28.1K
  2. 2
    RECORDKEEPER · Direct $27.5K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $4.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913115623NAL0005055299001 cover?
It is the 2023 Form 5500 filing for Enterprise Financial Group, Inc. 401(K) Savings Plan, reported by Enterprise Financial Group, Inc. (EIN 73-1027611).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages