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EMPOWERED VENTURES, INC. — EMPOWERED VENTURES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260114100848NAL0017223536001
EMPOWERED VENTURES, INC.
Form 5500
FILING_RECEIVED
EMPOWERED VENTURES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
268
Plan assets (EOY)
$99.3M
Net assets (EOY)
$87.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EMPOWERED VENTURES, INC.
.
Find decision makers
Plan sponsor
Name
EMPOWERED VENTURES, INC.
EIN
85-1267873
Address
401 W. CARMEL DRIVE · CARMEL, IN · 46032
Phone
(317) 844-7496
Industry
Management of Companies / Holdings
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
2I · Stock bonus
2Q · S-corporation ESOP
2P · Leveraged ESOP
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $99.3M
(100% of reported assets)
Common Stocks
$99.2M
1 holding
Uncategorized
$108K
1 holding
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
* Empowered Ventures, Inc.
Common Stocks
—
$4.7M
$99.2M
99.9%
CASH, INTEREST-BEARING
—
—
—
$108K
0.1%
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Knocking points off
Top holding "Empowered Ventures, Inc." is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
THE WILLIAMS COMPANIES, INC.
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