2023 Form 5500 filing — Enhance Management 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 20241009164038NAL0010849683003) for Enhance Management 401(K) Plan, reported by Enhance Management LLC under EIN 88-4257079 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164038NAL0010849683003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enhance Management LLC
- EIN
- 88-4257079
- Plan number
- 001
- Location
- Edmond, OK
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,913,759
- Net assets (EOY)
- $2,913,759
- Employer contributions
- $126,931
- Participant contributions
- $351,234
- Total income / additions
- $877,044
- Benefits paid
- $55,011
- Administrative expenses
- $252
- Total expenses
- $55,263
- Net increase / (decrease)
- $821,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $11,591 | not reported in the loaded dataset |
| Pension Solutions, Inc. | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $608 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $144 | not reported in the loaded dataset |