Engagesmart Inc.
Plan context: Engagesmart Inc. 401(K) Retirement Plan
EIN 83-2785225 • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
938
2024 Assets
$51,816,275
2024 Contributions
$15,407,260
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 938 | $51,816,275 | $15,407,260 | $16,426iApproximate average salary by contribution assumption: employee only about $410,641 at 4% or $273,761 at 6%; with 50% employer match about $273,761 at 4% or $182,507 at 6%; with 100% employer match about $205,321 at 4% or $136,880 at 6%. |
| Engagesmart Inc. 401(K) Retirement Plan | - | 938 | $51,816,275 | $15,407,260 | $16,426iApproximate average salary by contribution assumption: employee only about $410,641 at 4% or $273,761 at 6%; with 50% employer match about $273,761 at 4% or $182,507 at 6%; with 100% employer match about $205,321 at 4% or $136,880 at 6%. |
| Engagesmart Inc. Health and Welfare Benefit Plan | - | 0 | - | - | - |
| 2023 | 2 | 1,023 | $36,277,390 | $13,161,292 | $12,865iApproximate average salary by contribution assumption: employee only about $321,635 at 4% or $214,423 at 6%; with 50% employer match about $214,423 at 4% or $142,949 at 6%; with 100% employer match about $160,817 at 4% or $107,212 at 6%. |
| Engagesmart Inc. 401(K) Retirement Plan | - | 1,023 | $36,277,390 | $13,161,292 | $12,865iApproximate average salary by contribution assumption: employee only about $321,635 at 4% or $214,423 at 6%; with 50% employer match about $214,423 at 4% or $142,949 at 6%; with 100% employer match about $160,817 at 4% or $107,212 at 6%. |
| Engagesmart Inc. Health and Welfare Benefit Plan | - | 921 | - | - | - |
| 2022 | 2 | 944 | $22,546,354 | $8,456,518 | $8,958iApproximate average salary by contribution assumption: employee only about $223,954 at 4% or $149,303 at 6%; with 50% employer match about $149,303 at 4% or $99,535 at 6%; with 100% employer match about $111,977 at 4% or $74,651 at 6%. |
| Engagesmart Inc. 401(K) Retirement Plan | - | 937 | $22,546,354 | $8,456,518 | $9,025iApproximate average salary by contribution assumption: employee only about $225,627 at 4% or $150,418 at 6%; with 50% employer match about $150,418 at 4% or $100,279 at 6%; with 100% employer match about $112,814 at 4% or $75,209 at 6%. |
| Engagesmart Inc. Health and Welfare Benefit Plan | - | 944 | - | - | - |
| 2021 | 1 | 410 | $0 | $0 | - |
| Engagesmart Inc. Health and Welfare Benefit Plan | - | 410 | - | - | - |