Enterprise Integration, Inc. 401(K) Plan — Form 5500 plan (Enterprise Integration, 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, Enterprise Integration, Inc. 401(K) Plan is a benefit plan reported by Enterprise Integration, Inc. under EIN 59-3458264 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $3,060,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enterprise Integration, Inc.
- EIN
- 59-3458264
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $3,060,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20250429084327NAL0000182243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,060,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,060,178
- Net assets (BOY)
- $2,685,555
Income & contributions
- Employer contributions
- $98,868
- Participant contributions
- $321,120
- Total contributions
- $419,988
- Total income / additions
- $804,958
Expenses & distributions
- Benefits paid
- $401,041
- Administrative expenses
- $29,294
- Total expenses
- $430,335
- Net increase / (decrease)
- $374,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity | RECORDKEEPER | $21,294 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISORY | $0 | $6,753 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $5 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enterprise Integration, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Voya Retirement Ins And Annuity — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation