How big is E97, Inc. DBA Elevate97's plan?

E97, Inc. DBA Elevate97's plan reported $4.5M in assets and 97 participants for 2024.

Original filing (PDF)20250723111123NAL0010110034001

E97, Inc. DBA Elevate97

Name: E97, Inc. DBA Elevate97 — Elevate97 401(k), Form 5500 (2024)
Creator: E97, Inc. DBA Elevate97
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate97 401(k) Retirement Plan

401(k) retirement plan · E97, Inc. DBA Elevate97's Elevate97 401(k) Retirement Plan held $4.5M in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Michael Bootz signed E97, Inc. DBA Elevate97's 2024 Form 5500 as plan administrator.

Michael Bootz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

E97, Inc. DBA Elevate97's EIN is 39-1915925.

EIN 39-1915925

Plan number 001

Plan year 2024

ACK ID 20250723111123NAL0010110034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E97, Inc. DBA Elevate97 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E97, Inc. DBA Elevate97's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for E97, INC. DBA ELEVATE97.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score