Energage LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Energage, 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, Energage LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Energage, LLC under EIN 20-8156907 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $8,980,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Energage, LLC
EIN
20-8156907
Plan number
001
Plan type
2
Location
Exton, PA
Latest filing year
2023
Participants
201
End-of-year plan assets
$8,980,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20240926144141NAL0000457491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,980,795
Total liabilities (EOY)
$0
Net assets (EOY)
$8,980,795
Net assets (BOY)
$6,606,663

Income & contributions

Employer contributions
$575,132
Participant contributions
$1,131,562
Total contributions
$1,763,975
Total income / additions
$2,993,129

Expenses & distributions

Benefits paid
$551,857
Administrative expenses
$67,140
Total expenses
$618,997
Net increase / (decrease)
$2,374,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$28,045not reported in the loaded dataset2023
Wealth Advisory Group IncADVISOR$24,433not reported in the loaded dataset2023
Baker Tilly Us, LlpACCOUNTING$14,666not reported in the loaded dataset2023

Related Form 5500 pages