Plan5500

Engagesmart, Inc. 401(K) Retirement Plan — Form 5500 plan (Engagesmart, 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, Engagesmart, Inc. 401(K) Retirement Plan is a benefit plan reported by Engagesmart, Inc. under EIN 83-2785225 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,071 participants and $36,277,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Engagesmart, Inc.
EIN
83-2785225
Plan number
001
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
1,071
End-of-year plan assets
$36,277,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,071H, C20240925135404NAL0008377459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,277,390
Total liabilities (EOY)
$0
Net assets (EOY)
$36,277,390
Net assets (BOY)
$22,546,354

Income & contributions

Employer contributions
$2,000,641
Participant contributions
$8,386,404
Total contributions
$13,161,292
Total income / additions
$18,444,345

Expenses & distributions

Benefits paid
$4,642,818
Administrative expenses
$62,978
Total expenses
$4,713,309
Net increase / (decrease)
$13,731,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$48,074$02023
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$8,500not reported in the loaded dataset2023
Afc Pensions IncCONSULTANT$6,405not reported in the loaded dataset2023

Related Form 5500 pages