Elevate Ent Partners, LLC 401(K) Plan — Form 5500 plan (Ent Mso, LLC (Dba Elevate Ent Partners, 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, Elevate Ent Partners, LLC 401(K) Plan is a benefit plan reported by Ent Mso, LLC (Dba Elevate Ent Partners, LLC) under EIN 83-2872606 and plan number 001. The latest loaded filing year is 2023. The filing reports 971 participants and $101,823,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ent Mso, LLC (Dba Elevate Ent Partners, LLC)
EIN
83-2872606
Plan number
001
Plan type
3
Location
Miami Lakes, FL
Latest filing year
2023
Participants
971
End-of-year plan assets
$101,823,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023971H, C20241112135230NAL0009318035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,823,916
Total liabilities (EOY)
$0
Net assets (EOY)
$101,823,916
Net assets (BOY)
$76,542,062

Income & contributions

Employer contributions
$7,340,928
Participant contributions
$5,185,646
Total contributions
$19,993,449
Total income / additions
$33,331,885

Expenses & distributions

Benefits paid
$8,071,121
Administrative expenses
$174,589
Total expenses
$8,245,710
Net increase / (decrease)
$25,086,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$96,891$02023
Creative Planning LLCNONE$73,934not reported in the loaded dataset2023

Related Form 5500 pages