Enovate Medical 401(K) Plan — Form 5500 plan (Enovate Medical)
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, Enovate Medical 401(K) Plan is a benefit plan reported by Enovate Medical under EIN 62-1582253 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $6,523,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enovate Medical
- EIN
- 62-1582253
- Plan number
- 001
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $6,523,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20240927094721NAL0001112883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,523,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,523,860
- Net assets (BOY)
- $5,612,703
Income & contributions
- Employer contributions
- $136,354
- Participant contributions
- $655,021
- Total contributions
- $791,375
- Total income / additions
- $1,668,052
Expenses & distributions
- Benefits paid
- $686,745
- Administrative expenses
- $53,379
- Total expenses
- $756,895
- Net increase / (decrease)
- $911,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $29,034 | $0 | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $10,546 | not reported in the loaded dataset | 2023 |
| Access Retirement Services LLC | CONTRACT ADMIN | $6,300 | $2,952 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,123 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enovate Medical
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Murfreesboro, TN
- Great-West Life & Annuity Insurance — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Access Retirement Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation