Enerwise Global Technologies, LLC 401(K) Plan — Form 5500 plan (Enerwise Global Technologies)

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, Enerwise Global Technologies, LLC 401(K) Plan is a benefit plan reported by Enerwise Global Technologies under EIN 23-3073713 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $31,816,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enerwise Global Technologies
EIN
23-3073713
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
301
End-of-year plan assets
$31,816,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20240820051933NAL0005091170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,816,696
Total liabilities (EOY)
$0
Net assets (EOY)
$31,816,696
Net assets (BOY)
$26,535,758

Income & contributions

Employer contributions
$801,695
Participant contributions
$2,591,519
Total contributions
$3,952,912
Total income / additions
$8,788,965

Expenses & distributions

Benefits paid
$3,419,038
Administrative expenses
$72,425
Total expenses
$3,508,027
Net increase / (decrease)
$5,280,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenspring Advisors, LLCINVESTMENT/FINANCIAL ADVI$33,788$02023
Adp, Inc.RECORD KEEPER$28,036$02023
Greenspring Advisors, LLCACCOUNTANT$10,600$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages