Enstall Us Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Enstall Us, 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, Enstall Us Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Enstall Us, Inc. under EIN 36-4895887 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $18,677,394 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.7MPlan net assets, end of year$18,677,394
Participants275Covered participants reported
Assets / participant$67.9KComputed: assets ÷ participants$67,918 (computed)
Provider compensation$60.6K2 Schedule C provider row(s)$60,605
- Plan sponsor
- Enstall Us, Inc.
- EIN
- 36-4895887
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241004103524NAL0011312833001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$18.7M total assets
Net assets$18.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $18,677,394
- Net assets (EOY)
- $18,677,394
- Net assets (BOY)
- $13,070,689
Income & contributions
- Employer contributions
- $1,150,202
- Participant contributions
- $2,311,028
- Total contributions
- $3,580,963
- Total income / additions
- $6,277,631
Expenses & distributions
- Benefits paid
- $572,571
- Administrative expenses
- $98,355
- Total expenses
- $670,926
- Net increase / (decrease)
- $5,606,705
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ashton Thomas Private Wealth LLC | INVESTMENT ADVISORY | $0 | $47,436 | 2023 |
| Nova 401(K) Associates, Inc. | TPA | not reported in the loaded dataset | $13,169 | 2023 |