Encompass 401(K) Plan — Form 5500 plan (Encompass Technologies Development 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, Encompass 401(K) Plan is a benefit plan reported by Encompass Technologies Development Inc. under EIN 81-3742513 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $5,105,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Encompass Technologies Development Inc.
- EIN
- 81-3742513
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $5,105,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20240903164959NAL0018728097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,105,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,105,068
- Net assets (BOY)
- $2,662,916
Income & contributions
- Employer contributions
- $617,100
- Participant contributions
- $1,108,924
- Total contributions
- $2,492,053
- Total income / additions
- $3,197,966
Expenses & distributions
- Benefits paid
- $719,248
- Administrative expenses
- $36,566
- Total expenses
- $755,814
- Net increase / (decrease)
- $2,442,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Svc Inc | INV ADV | $17,470 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of Am | RECORDKEEPER | $12,846 | $0 | 2023 |
| Empower Advisory Group | INVEST MNGT | $3,433 | not reported in the loaded dataset | 2023 |
| Benefits 2 Administrators, LLC | CONTRACT ADMINISTRATOR | $2,305 | not reported in the loaded dataset | 2023 |
| Ameriben Iec Group | CONTRACT ADMIN | $390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Encompass Technologies Development Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Ubs Financial Svc Inc — Schedule C compensation
- Empower Annuity Ins Co Of Am — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Benefits 2 Administrators, LLC — Schedule C compensation
- Ameriben Iec Group — Schedule C compensation