2023 Form 5500 filing — Ene Systems Inc. Profit Sharing 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 20240916090854NAL0001878416001) for Ene Systems Inc. Profit Sharing Plan, reported by Ene. Systems Inc. under EIN 04-2956130 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916090854NAL0001878416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ene. Systems Inc.
- EIN
- 04-2956130
- Plan number
- 001
- Location
- Canton, MA
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,111,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,111,099
- Employer contributions
- $693,211
- Participant contributions
- $1,645,481
- Total income / additions
- $6,979,379
- Benefits paid
- $1,762,260
- Administrative expenses
- $36,162
- Total expenses
- $1,798,422
- Net increase / (decrease)
- $5,180,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $55,205 |
| Citrin Cooperman And Company Llp | SERVICE PROVIDER | $15,200 | $0 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $11,729 | $2,808 |
| Morningstar Investment Management | SERVICE PROVIDER | $9,233 | $0 |