Plan5500

Entact, LLC 401(K) Savings Plan — Form 5500 plan (Entact, LLC)

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, Entact, LLC 401(K) Savings Plan is a benefit plan reported by Entact, LLC under EIN 77-0594061 and plan number 001. The latest loaded filing year is 2023. The filing reports 891 participants and $44,665,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Entact, LLC
EIN
77-0594061
Plan number
001
Plan type
2
Location
Westmont, IL
Latest filing year
2023
Participants
891
End-of-year plan assets
$44,665,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023891H, C20241015105938NAL0016191315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,665,515
Total liabilities (EOY)
$0
Net assets (EOY)
$44,665,515
Net assets (BOY)
$30,696,904

Income & contributions

Employer contributions
$520,661
Participant contributions
$3,716,549
Total contributions
$4,650,636
Total income / additions
$10,676,235

Expenses & distributions

Benefits paid
$3,915,051
Administrative expenses
$150,088
Total expenses
$4,202,057
Net increase / (decrease)
$6,474,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$150,088$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$60,5072023

Related Form 5500 pages