Plan5500

Cogentrix Energy Power Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cogentrix Energy Power Management, LLC (EIN 46-0647218) is a plan sponsor located in Charlotte, NC with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-0647218
Location
Charlotte, NC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cogentrix Energy Power Management, LLC

  • 3 loaded plans hold $130.7M in reported assets.
  • The largest, Cogentrix Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,118 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$130.7MSummed across loaded plans$130,717,979
Total reported assets$130.7M$130,717,979
Total reported participants1.1K1,118
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$130.7M total assets
Net assets$130.7MLiabilities—
Contributions & income
Employer contributions$5M
Participant contributions$5.2M
Total income / additions$30.6M
Expenses & distributions
Benefits paid / distributions$11.9M
Total expenses$12.1M
Net increase / (decrease)$18.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cogentrix Retirement Savings Plan
Participants per plan373Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cogentrix Retirement Savings Plan$130.7M
    Plan #001 · 631 participants · 2023
  2. 2
    Cogentrix Energy Power Management, LLC Group Insurance Plannot reported in the loaded dataset
    Plan #501 · 381 participants · 2023
  3. 3
    Cogentrix Energy Power Management LLC Corporate Severance Plannot reported in the loaded dataset
    Plan #506 · 106 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cogentrix Energy Power Management, LLC. Open one for its full reported snapshot.

  1. 2023
    Cogentrix Energy Power Management, LLC Group Insurance Plan381 participants · 2No schedules
    View filing →
  2. 2023
    Cogentrix Energy Power Management LLC Corporate Severance Plan106 participants · 2No schedules
    View filing →
  3. 2023
    Cogentrix Retirement Savings Plan631 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cogentrix Energy Power Management, LLC report on Form 5500?
Cogentrix Energy Power Management, LLC (EIN 46-0647218) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cogentrix Energy Power Management, LLC?
The Employer Identification Number (EIN) reported for Cogentrix Energy Power Management, LLC is 46-0647218.
What is the latest Form 5500 filing year for Cogentrix Energy Power Management, LLC?
The latest loaded Form 5500 filing year for Cogentrix Energy Power Management, LLC is 2023.

Related Form 5500 pages