Enervise, Inc. Savings & Investment Plan — Form 5500 plan (Enervise, Inc.)
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, Enervise, Inc. Savings & Investment Plan is a benefit plan reported by Enervise, Inc. under EIN 31-1144000 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $8,113,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enervise, Inc.
- EIN
- 31-1144000
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $8,113,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H | 20240826134624NAL0020513186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,113,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,113,761
- Net assets (BOY)
- $7,469,497
Income & contributions
- Employer contributions
- $83,173
- Participant contributions
- $541,239
- Total contributions
- $703,637
- Total income / additions
- $1,848,696
Expenses & distributions
- Benefits paid
- $1,199,811
- Administrative expenses
- $3,254
- Total expenses
- $1,204,432
- Net increase / (decrease)
- $644,264
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.