2023 Form 5500 filing — Encorevet Group 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 20241007092008NAL0014974945001) for Encorevet Group 401(K) Plan, reported by Encorevet Group LLC under EIN 82-5504044 and plan number 001. It reports 2,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007092008NAL0014974945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Encorevet Group LLC
- EIN
- 82-5504044
- Plan number
- 001
- Location
- Gansevoort, NY
- Participants
- 2,136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,022,132
- Total liabilities (EOY)
- $32,543
- Net assets (EOY)
- $47,989,589
- Employer contributions
- $3,255,225
- Participant contributions
- $7,929,530
- Total income / additions
- $20,277,136
- Benefits paid
- $3,496,817
- Administrative expenses
- $202,169
- Total expenses
- $3,771,544
- Net increase / (decrease)
- $16,505,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teal, Becker & Chiaramonte Cpas Pc | CONTRACT ADMIN, TPA | $37,780 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43,316 | not reported in the loaded dataset |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $39,418 | $0 |