Enterprise Bank And Trust Company 401(K) Plan — Form 5500 plan (Enterprise Bank And Trust Company)
Plain-English plan 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, Enterprise Bank And Trust Company 401(K) Plan is a benefit plan reported by Enterprise Bank And Trust Company under EIN 04-2993547 and plan number 001. The latest loaded filing year is 2023. The filing reports 689 participants and $111,509,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enterprise Bank And Trust Company
- EIN
- 04-2993547
- Plan number
- 001
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 689
- End-of-year plan assets
- $111,509,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 689 | H, C | 20240801122617NAL0036066944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,509,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,509,404
- Net assets (BOY)
- $91,946,023
Income & contributions
- Employer contributions
- $2,049,278
- Participant contributions
- $5,759,353
- Total contributions
- $8,273,533
- Total income / additions
- $23,842,666
Expenses & distributions
- Benefits paid
- $4,193,871
- Administrative expenses
- $85,414
- Total expenses
- $4,279,285
- Net increase / (decrease)
- $19,563,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $63,914 | $0 | 2023 |
| Sentinel Pension Advisors | RETAINED BY EMPLOYER | $16,000 | not reported in the loaded dataset | 2023 |
| Berry Dunn Mcneil & Parker, LLC | RETAINED BY EMPLOYER | $5,500 | not reported in the loaded dataset | 2023 |