Entwistle Company Employee 401(K) Savings Plan — Form 5500 plan (The Entwistle 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, Entwistle Company Employee 401(K) Savings Plan is a benefit plan reported by The Entwistle Company under EIN 05-0271701 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $22,748,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Entwistle Company
- EIN
- 05-0271701
- Plan number
- 002
- Plan type
- 2
- Location
- Hudson, MA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $22,748,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241003043106NAL0016199168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,748,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,748,049
- Net assets (BOY)
- $21,920,303
Income & contributions
- Employer contributions
- $255,772
- Participant contributions
- $828,286
- Total contributions
- $1,113,126
- Total income / additions
- $5,347,753
Expenses & distributions
- Benefits paid
- $4,514,908
- Administrative expenses
- $5,099
- Total expenses
- $4,520,007
- Net increase / (decrease)
- $827,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $3,261 | not reported in the loaded dataset | 2023 |
| Fidelity Inv. Inst. Op. Co., Inc. | RECORDKEEPER | $1,838 | $0 | 2023 |