2023 Form 5500 filing — Environments Plus, Inc. Retirement 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 20241015124822NAL0029681553001) for Environments Plus, Inc. Retirement Savings Plan, reported by Environments Plus, Inc. under EIN 95-4384154 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124822NAL0029681553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Environments Plus, Inc.
- EIN
- 95-4384154
- Plan number
- 001
- Location
- Canoga Park, CA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $727,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $727,516
- Employer contributions
- $0
- Participant contributions
- $193,482
- Total income / additions
- $293,049
- Benefits paid
- $35,002
- Administrative expenses
- $13,308
- Total expenses
- $48,310
- Net increase / (decrease)
- $244,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,486 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $4,822 | not reported in the loaded dataset |