2023 Form 5500 filing — Encompass LLC 401(K) 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 20240923155307NAL0023911202001) for Encompass LLC 401(K) Profit Sharing Plan, reported by Encompass LLC under EIN 52-2228651 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923155307NAL0023911202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Encompass LLC
- EIN
- 52-2228651
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,432,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,432,114
- Employer contributions
- $885,780
- Participant contributions
- $1,690,277
- Total income / additions
- $4,823,374
- Benefits paid
- $1,104,778
- Administrative expenses
- $38,442
- Total expenses
- $1,143,220
- Net increase / (decrease)
- $3,680,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $24,902 | $0 |
| Capital Group Retirement Services | RECORDKEEPER | $12,860 | $0 |
| Siegel Actuarial Consulting, Inc. | 3RD PARTY ADMINISTRATOR | $680 | $0 |