Efsc Incentive Savings Plan — Form 5500 plan (Enterprise Financial Services Corp)
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, Efsc Incentive Savings Plan is a benefit plan reported by Enterprise Financial Services Corp under EIN 43-1706259 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,583 participants and $160,354,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enterprise Financial Services Corp
- EIN
- 43-1706259
- Plan number
- 001
- Plan type
- 2
- Location
- Clayton, MO
- Latest filing year
- 2023
- Participants
- 1,583
- End-of-year plan assets
- $160,354,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,583 | H, C | 20240724075418NAL0007274675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,354,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $160,354,790
- Net assets (BOY)
- $131,509,288
Income & contributions
- Employer contributions
- $6,503,908
- Participant contributions
- $9,479,092
- Total contributions
- $17,642,676
- Total income / additions
- $38,854,882
Expenses & distributions
- Benefits paid
- $9,843,647
- Administrative expenses
- $163,694
- Total expenses
- $10,009,380
- Net increase / (decrease)
- $28,845,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $163,694 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $36,839 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enterprise Financial Services Corp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Clayton, MO
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation