Enterprise Financial Group, Inc. 401(K) Savings Plan — Form 5500 plan (Enterprise Financial 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, Enterprise Financial Group, Inc. 401(K) Savings Plan is a benefit plan reported by Enterprise Financial Group, Inc. under EIN 73-1027611 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $12,911,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enterprise Financial Group, Inc.
- EIN
- 73-1027611
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $12,911,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240913115623NAL0005055299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,911,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,911,256
- Net assets (BOY)
- $10,525,602
Income & contributions
- Employer contributions
- $600,684
- Participant contributions
- $1,179,501
- Total contributions
- $1,901,284
- Total income / additions
- $3,634,254
Expenses & distributions
- Benefits paid
- $1,160,548
- Administrative expenses
- $59,828
- Total expenses
- $1,248,600
- Net increase / (decrease)
- $2,385,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prospera Financial Services Inc | INVESTMENT ADVISOR | $28,117 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,519 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,192 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enterprise Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Prospera Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation