Plan5500

Environments Plus, Inc. Retirement Savings Plan — Form 5500 plan (Environments Plus, 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, Environments Plus, Inc. Retirement Savings Plan is a benefit plan reported by Environments Plus, Inc. under EIN 95-4384154 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $727,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Environments Plus, Inc.
EIN
95-4384154
Plan number
001
Plan type
2
Location
Canoga Park, CA
Latest filing year
2023
Participants
148
End-of-year plan assets
$727,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241015124822NAL0029681553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$727,516
Total liabilities (EOY)
$0
Net assets (EOY)
$727,516
Net assets (BOY)
$482,777

Income & contributions

Employer contributions
$0
Participant contributions
$193,482
Total contributions
$203,796
Total income / additions
$293,049

Expenses & distributions

Benefits paid
$35,002
Administrative expenses
$13,308
Total expenses
$48,310
Net increase / (decrease)
$244,739

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$8,486$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$4,822not reported in the loaded dataset2023

Related Form 5500 pages