2023 Form 5500 filing — Ennead Architects Llp 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 20241015192850NAL0017110611001) for Ennead Architects Llp 401(K) Plan, reported by Ennead Architects Llp under EIN 13-3062944 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192850NAL0017110611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ennead Architects Llp
- EIN
- 13-3062944
- Plan number
- 001
- Location
- New York, NY
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,105,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,105,809
- Participant contributions
- $2,101,161
- Total income / additions
- $8,396,185
- Benefits paid
- $1,157,681
- Administrative expenses
- $137,516
- Total expenses
- $1,337,996
- Net increase / (decrease)
- $7,058,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $78,135 | $0 |
| Resources Investment Advisors LLC | CONSULTANT | $35,912 | $0 |
| Kb Financial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $21,373 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,095 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |