Enterprise Associates LLC 401(K) Retirement Plan — Form 5500 plan (Enterprise Associates, 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, Enterprise Associates LLC 401(K) Retirement Plan is a benefit plan reported by Enterprise Associates, LLC under EIN 26-1573584 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $21,481,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enterprise Associates, LLC
EIN
26-1573584
Plan number
001
Plan type
2
Location
Norwood, MA
Latest filing year
2023
Participants
593
End-of-year plan assets
$21,481,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023593H, C20241008060551NAL0016222961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,481,249
Total liabilities (EOY)
$0
Net assets (EOY)
$21,481,249
Net assets (BOY)
$17,421,879

Income & contributions

Employer contributions
$198,702
Participant contributions
$1,821,402
Total contributions
$2,084,291
Total income / additions
$5,275,900

Expenses & distributions

Benefits paid
$1,133,250
Administrative expenses
$47,995
Total expenses
$1,216,530
Net increase / (decrease)
$4,059,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services, Inc.INVESTMENT/FINANCIAL ADVI$36,643$02023
Adp, Inc.RECORD KEEPER$11,351$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages