2023 Form 5500 filing — Empowerme Wellness 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 20250925095214NAL0007511217001) for Empowerme Wellness Retirement Savings Plan, reported by Empowerme Holdings, LLC under EIN 85-3862973 and plan number 002. It reports 1,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250925095214NAL0007511217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empowerme Holdings, LLC
- EIN
- 85-3862973
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 1,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,303,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,303,121
- Employer contributions
- $1,834,582
- Participant contributions
- $5,216,283
- Total income / additions
- $13,005,897
- Benefits paid
- $7,431,556
- Administrative expenses
- $132,914
- Total expenses
- $7,564,470
- Net increase / (decrease)
- $5,441,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Krilogy Financial LLC | INVESTMENT ADVISOR | $70,231 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $45,132 | $0 |
| Benefit Plans Plus | CONTRACT ADMIN | $21,910 | not reported in the loaded dataset |