Plan5500

Englewood Marketing Group 401(K) Plan — Form 5500 plan (Englewood Marketing Group, 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, Englewood Marketing Group 401(K) Plan is a benefit plan reported by Englewood Marketing Group, Inc. under EIN 39-1846432 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $12,974,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Englewood Marketing Group, Inc.
EIN
39-1846432
Plan number
001
Plan type
3
Location
Green Bay, WI
Latest filing year
2023
Participants
220
End-of-year plan assets
$12,974,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20240718141255NAL0003509011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,974,741
Total liabilities (EOY)
$0
Net assets (EOY)
$12,974,741
Net assets (BOY)
$10,958,903

Income & contributions

Employer contributions
$118,909
Participant contributions
$590,344
Total contributions
$844,007
Total income / additions
$2,815,786

Expenses & distributions

Benefits paid
$725,491
Administrative expenses
$74,457
Total expenses
$799,948
Net increase / (decrease)
$2,015,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli LlpRECORDKEEPER$37,006not reported in the loaded dataset2023
Creative Planning, LLCINVESTMENT ADVISOR$28,936not reported in the loaded dataset2023
Hawkins & Ash, CpasAUDITOR$8,500not reported in the loaded dataset2023

Related Form 5500 pages