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ENTERPRISE EMPLOYEE BENEFITS TRUST 401k Plan overview

Plan NameENTERPRISE EMPLOYEE BENEFITS TRUST
Plan identification number 502

ENTERPRISE EMPLOYEE BENEFITS TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ENTERPRISE EMPLOYEE BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:ENTERPRISE EMPLOYEE BENEFITS TRUST
Employer identification number (EIN):466496315
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENTERPRISE EMPLOYEE BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-04-01
5022023-04-01OLGA SOLOMON
5022022-04-01
5022022-04-01OLGA SOLOMON
5022021-04-01
5022021-04-01LERA PENDERGRASS
5022020-04-01
5022019-04-01
5022018-04-01
5022017-04-01JAMES SEABURY
5022014-04-01JAMES SEABURY
5022013-04-01JAMES SEABURY

Financial Data on ENTERPRISE EMPLOYEE BENEFITS TRUST

Measure Date Value
2024 : ENTERPRISE EMPLOYEE BENEFITS TRUST 2024 401k financial data
Total income from all sources (including contributions)2024-03-31$4,266,811
Total of all expenses incurred2024-03-31$4,232,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-03-31$4,191,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-03-31$4,266,811
Value of total assets at end of year2024-03-31$101,041
Value of total assets at beginning of year2024-03-31$67,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-03-31$41,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-03-31No
Was this plan covered by a fidelity bond2024-03-31No
If this is an individual account plan, was there a blackout period2024-03-31No
Were there any nonexempt tranactions with any party-in-interest2024-03-31No
Contributions received from participants2024-03-31$835,432
Participant contributions at end of year2024-03-31$15,123
Participant contributions at beginning of year2024-03-31$17,239
Administrative expenses (other) incurred2024-03-31$4,032
Total non interest bearing cash at end of year2024-03-31$85,918
Total non interest bearing cash at beginning of year2024-03-31$49,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-03-31No
Value of net income/loss2024-03-31$33,994
Value of net assets at end of year (total assets less liabilities)2024-03-31$101,041
Value of net assets at beginning of year (total assets less liabilities)2024-03-31$67,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2024-03-31No
Were any leases to which the plan was party in default or uncollectible2024-03-31No
Value of interest in pooled separate accounts at end of year2024-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2024-03-31$789,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-03-31No
Was there a failure to transmit to the plan any participant contributions2024-03-31No
Has the plan failed to provide any benefit when due under the plan2024-03-31No
Contributions received in cash from employer2024-03-31$3,431,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-03-31$3,402,363
Contract administrator fees2024-03-31$37,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32024-03-31No
Did the plan have assets held for investment2024-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-03-31No
Opinion of an independent qualified public accountant for this plan2024-03-31Unqualified
Accountancy firm name2024-03-31DEMPSEY VANTREASE & FOLLIS, PLLC
Accountancy firm EIN2024-03-31621736974
2023 : ENTERPRISE EMPLOYEE BENEFITS TRUST 2023 401k financial data
Total income from all sources (including contributions)2023-04-01$4,266,811
Total of all expenses incurred2023-04-01$4,232,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-01$4,191,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-01$4,266,811
Value of total assets at end of year2023-04-01$101,041
Value of total assets at beginning of year2023-04-01$67,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-01$41,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-01No
Was this plan covered by a fidelity bond2023-04-01No
If this is an individual account plan, was there a blackout period2023-04-01No
Were there any nonexempt tranactions with any party-in-interest2023-04-01No
Contributions received from participants2023-04-01$835,432
Participant contributions at end of year2023-04-01$15,123
Participant contributions at beginning of year2023-04-01$17,239
Administrative expenses (other) incurred2023-04-01$4,032
Total non interest bearing cash at end of year2023-04-01$85,918
Total non interest bearing cash at beginning of year2023-04-01$49,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Value of net income/loss2023-04-01$33,994
Value of net assets at end of year (total assets less liabilities)2023-04-01$101,041
Value of net assets at beginning of year (total assets less liabilities)2023-04-01$67,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-01No
Were any leases to which the plan was party in default or uncollectible2023-04-01No
Value of interest in pooled separate accounts at end of year2023-04-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-01$789,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-01No
Was there a failure to transmit to the plan any participant contributions2023-04-01No
Has the plan failed to provide any benefit when due under the plan2023-04-01No
Contributions received in cash from employer2023-04-01$3,431,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-01$3,402,363
Contract administrator fees2023-04-01$37,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-04-01No
Did the plan have assets held for investment2023-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-01No
Opinion of an independent qualified public accountant for this plan2023-04-011
Accountancy firm name2023-04-01DEMPSEY VANTREASE & FOLLIS, PLLC
Accountancy firm EIN2023-04-01621736974
Total income from all sources (including contributions)2023-03-31$4,196,570
Total of all expenses incurred2023-03-31$4,182,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$4,067,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$4,196,570
Value of total assets at end of year2023-03-31$67,047
Value of total assets at beginning of year2023-03-31$53,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$114,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31No
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$987,861
Participant contributions at end of year2023-03-31$17,239
Administrative expenses (other) incurred2023-03-31$47,243
Total non interest bearing cash at end of year2023-03-31$49,808
Total non interest bearing cash at beginning of year2023-03-31$53,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$13,920
Value of net assets at end of year (total assets less liabilities)2023-03-31$67,047
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$53,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in pooled separate accounts at end of year2023-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$876,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$3,208,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$3,191,625
Contract administrator fees2023-03-31$67,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Did the plan have assets held for investment2023-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31DEMPSEY VANTREASE & FOLLIS, PLLC
Accountancy firm EIN2023-03-31621736974
2022 : ENTERPRISE EMPLOYEE BENEFITS TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-04-01$4,196,570
Total of all expenses incurred2022-04-01$4,182,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-01$4,067,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-01$4,196,570
Value of total assets at end of year2022-04-01$67,047
Value of total assets at beginning of year2022-04-01$53,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-01$114,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-01No
Was this plan covered by a fidelity bond2022-04-01No
If this is an individual account plan, was there a blackout period2022-04-01No
Were there any nonexempt tranactions with any party-in-interest2022-04-01No
Contributions received from participants2022-04-01$987,861
Participant contributions at end of year2022-04-01$17,239
Administrative expenses (other) incurred2022-04-01$47,243
Total non interest bearing cash at end of year2022-04-01$49,808
Total non interest bearing cash at beginning of year2022-04-01$53,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Value of net income/loss2022-04-01$13,920
Value of net assets at end of year (total assets less liabilities)2022-04-01$67,047
Value of net assets at beginning of year (total assets less liabilities)2022-04-01$53,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-01No
Were any leases to which the plan was party in default or uncollectible2022-04-01No
Value of interest in pooled separate accounts at end of year2022-04-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-01$876,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-01No
Was there a failure to transmit to the plan any participant contributions2022-04-01No
Has the plan failed to provide any benefit when due under the plan2022-04-01No
Contributions received in cash from employer2022-04-01$3,208,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-01$3,191,625
Contract administrator fees2022-04-01$67,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-01No
Did the plan have assets held for investment2022-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-01No
Opinion of an independent qualified public accountant for this plan2022-04-011
Accountancy firm name2022-04-01DEMPSEY VANTREASE & FOLLIS, PLLC
Accountancy firm EIN2022-04-01621736974
Total income from all sources (including contributions)2022-03-31$2,817,813
Total of all expenses incurred2022-03-31$2,838,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$2,822,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$2,817,813
Value of total assets at end of year2022-03-31$53,127
Value of total assets at beginning of year2022-03-31$74,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$16,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31No
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$850,464
Participant contributions at beginning of year2022-03-31$15,301
Administrative expenses (other) incurred2022-03-31$1,910
Total non interest bearing cash at end of year2022-03-31$53,127
Total non interest bearing cash at beginning of year2022-03-31$58,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-20,897
Value of net assets at end of year (total assets less liabilities)2022-03-31$53,127
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$74,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in pooled separate accounts at end of year2022-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$770,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$1,967,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$2,051,526
Contract administrator fees2022-03-31$14,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Did the plan have assets held for investment2022-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31DEMPSEY VANTREASE & FOLLIS, PLLC
Accountancy firm EIN2022-03-31621736974
2021 : ENTERPRISE EMPLOYEE BENEFITS TRUST 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$10,230
Total income from all sources (including contributions)2021-03-31$3,160,479
Total of all expenses incurred2021-03-31$3,161,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$3,058,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$3,160,479
Value of total assets at end of year2021-03-31$74,024
Value of total assets at beginning of year2021-03-31$85,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$103,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31No
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$850,945
Participant contributions at end of year2021-03-31$15,301
Participant contributions at beginning of year2021-03-31$29,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$10,230
Administrative expenses (other) incurred2021-03-31$1,252
Total non interest bearing cash at end of year2021-03-31$58,723
Total non interest bearing cash at beginning of year2021-03-31$55,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$-1,340
Value of net assets at end of year (total assets less liabilities)2021-03-31$74,024
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$75,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in pooled separate accounts at end of year2021-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$738,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$2,309,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$2,320,006
Contract administrator fees2021-03-31$102,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Did the plan have assets held for investment2021-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31DEMPSEY VANTREASE & FOLLIS, PLLC
Accountancy firm EIN2021-03-31621736974
2020 : ENTERPRISE EMPLOYEE BENEFITS TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$10,230
Total income from all sources (including contributions)2020-03-31$3,122,245
Total of all expenses incurred2020-03-31$3,063,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$2,941,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,122,245
Value of total assets at end of year2020-03-31$85,594
Value of total assets at beginning of year2020-03-31$16,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$121,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31No
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$805,572
Participant contributions at end of year2020-03-31$29,611
Participant contributions at beginning of year2020-03-31$13,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$10,230
Total non interest bearing cash at end of year2020-03-31$55,983
Total non interest bearing cash at beginning of year2020-03-31$3,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$58,506
Value of net assets at end of year (total assets less liabilities)2020-03-31$75,364
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$16,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in pooled separate accounts at end of year2020-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$568,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$2,316,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$2,373,467
Contract administrator fees2020-03-31$121,814
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Did the plan have assets held for investment2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31COOPER, TRAVIS & COMPANY, PLC
Accountancy firm EIN2020-03-31621317955
2019 : ENTERPRISE EMPLOYEE BENEFITS TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-03-31$2,238,071
Total of all expenses incurred2019-03-31$2,236,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$2,155,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$2,238,071
Value of total assets at end of year2019-03-31$16,858
Value of total assets at beginning of year2019-03-31$14,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$80,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31No
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$708,043
Participant contributions at end of year2019-03-31$13,753
Participant contributions at beginning of year2019-03-31$13,360
Administrative expenses (other) incurred2019-03-31$1,143
Total non interest bearing cash at end of year2019-03-31$3,105
Total non interest bearing cash at beginning of year2019-03-31$1,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,867
Value of net assets at end of year (total assets less liabilities)2019-03-31$16,858
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$14,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in pooled separate accounts at end of year2019-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$510,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$1,530,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$1,644,587
Contract administrator fees2019-03-31$79,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Did the plan have assets held for investment2019-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31COOPER, TRAVIS & COMPANY, PLC
Accountancy firm EIN2019-03-31621317955
2018 : ENTERPRISE EMPLOYEE BENEFITS TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-03-31$2,039,132
Total of all expenses incurred2018-03-31$2,067,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,965,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$2,039,132
Value of total assets at end of year2018-03-31$14,991
Value of total assets at beginning of year2018-03-31$43,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$102,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31No
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$714,465
Participant contributions at end of year2018-03-31$13,360
Participant contributions at beginning of year2018-03-31$13,895
Administrative expenses (other) incurred2018-03-31$1,006
Total non interest bearing cash at end of year2018-03-31$1,631
Total non interest bearing cash at beginning of year2018-03-31$29,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-28,822
Value of net assets at end of year (total assets less liabilities)2018-03-31$14,991
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$43,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in common/collective trusts at end of year2018-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$450,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$1,324,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,514,227
Contract administrator fees2018-03-31$101,895
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Did the plan have assets held for investment2018-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31COOPER, TRAVIS & COMPANY, PLC
Accountancy firm EIN2018-03-31621317955

Form 5500 Responses for ENTERPRISE EMPLOYEE BENEFITS TRUST

2023: ENTERPRISE EMPLOYEE BENEFITS TRUST 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan funding arrangement – TrustYes
2023-04-01Plan benefit arrangement – InsuranceYes
2023-04-01Plan benefit arrangement - TrustYes
2023-04-01Plan benefit arrangement – General assets of the sponsorYes
2022: ENTERPRISE EMPLOYEE BENEFITS TRUST 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2022-04-01Plan benefit arrangement – General assets of the sponsorYes
2021: ENTERPRISE EMPLOYEE BENEFITS TRUST 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2021-04-01Plan benefit arrangement – General assets of the sponsorYes
2020: ENTERPRISE EMPLOYEE BENEFITS TRUST 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2020-04-01Plan benefit arrangement – General assets of the sponsorYes
2019: ENTERPRISE EMPLOYEE BENEFITS TRUST 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2019-04-01Plan benefit arrangement – General assets of the sponsorYes
2018: ENTERPRISE EMPLOYEE BENEFITS TRUST 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2018-04-01Plan benefit arrangement – General assets of the sponsorYes
2017: ENTERPRISE EMPLOYEE BENEFITS TRUST 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: ENTERPRISE EMPLOYEE BENEFITS TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: ENTERPRISE EMPLOYEE BENEFITS TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01First time form 5500 has been submittedYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34605
Policy instance 1
Insurance contract or identification numberHCL34605
Number of Individuals Covered157
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of fees paid to insurance companyUSD $47,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL35596
Policy instance 1
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL35596
Policy instance 1
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34968
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 2
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 2
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 2
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 2
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 2
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number108182
Policy instance 1

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