Grumman/Butkus Associates, Ltd. Employee 401(K) Plan — Form 5500 plan (Enercon, Ltd.)
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, Grumman/Butkus Associates, Ltd. Employee 401(K) Plan is a benefit plan reported by Enercon, Ltd. under EIN 36-2768271 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $52,021,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enercon, Ltd.
- EIN
- 36-2768271
- Plan number
- 001
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $52,021,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241002212128NAL0004376067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,021,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,021,390
- Net assets (BOY)
- $43,626,329
Income & contributions
- Employer contributions
- $762,123
- Participant contributions
- $1,903,867
- Total contributions
- $2,723,496
- Total income / additions
- $10,756,292
Expenses & distributions
- Benefits paid
- $2,316,083
- Administrative expenses
- $45,148
- Total expenses
- $2,361,231
- Net increase / (decrease)
- $8,395,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | DIRECTED TRUSTEE | $4 | $19,300 | 2023 |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $17,438 | not reported in the loaded dataset | 2023 |
| National Financial Partners | ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Porte Brown LLC | ACCOUNTING | $12,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $11 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enercon, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Evanston, IL
- Charles Schwab Trust Bank — Schedule C compensation
- Alliance Pension Consultants, LLC — Schedule C compensation
- National Financial Partners — Schedule C compensation
- Porte Brown LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation