The Envoy Group LLC 401(K) Plan — Form 5500 plan (The Envoy Group LLC)
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, The Envoy Group LLC 401(K) Plan is a benefit plan reported by The Envoy Group LLC under EIN 06-1821907 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $5,873,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Envoy Group LLC
- EIN
- 06-1821907
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $5,873,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20240923162946NAL0011629793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,873,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,873,585
- Net assets (BOY)
- $4,610,024
Income & contributions
- Employer contributions
- $229,452
- Participant contributions
- $668,014
- Total contributions
- $1,046,730
- Total income / additions
- $1,959,976
Expenses & distributions
- Benefits paid
- $655,594
- Administrative expenses
- $40,821
- Total expenses
- $696,415
- Net increase / (decrease)
- $1,263,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wespac Advisors, LLC | NONE | $28,565 | not reported in the loaded dataset | 2023 |
| Wespac Plan Services, LLC | NONE | $12,256 | not reported in the loaded dataset | 2023 |