Encorevet Group 401(K) Plan — Form 5500 plan (Encorevet Group 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, Encorevet Group 401(K) Plan is a benefit plan reported by Encorevet Group LLC under EIN 82-5504044 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,136 participants and $48,022,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Encorevet Group LLC
- EIN
- 82-5504044
- Plan number
- 001
- Plan type
- 2
- Location
- Gansevoort, NY
- Latest filing year
- 2023
- Participants
- 2,136
- End-of-year plan assets
- $48,022,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,136 | H, C | 20241007092008NAL0014974945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,022,132
- Total liabilities (EOY)
- $32,543
- Net assets (EOY)
- $47,989,589
- Net assets (BOY)
- $31,483,997
Income & contributions
- Employer contributions
- $3,255,225
- Participant contributions
- $7,929,530
- Total contributions
- $13,667,870
- Total income / additions
- $20,277,136
Expenses & distributions
- Benefits paid
- $3,496,817
- Administrative expenses
- $202,169
- Total expenses
- $3,771,544
- Net increase / (decrease)
- $16,505,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teal, Becker & Chiaramonte Cpas Pc | CONTRACT ADMIN, TPA | $37,780 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43,316 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $39,418 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Encorevet Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Gansevoort, NY
- Teal, Becker & Chiaramonte Cpas Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation