2023 Form 5500 filing — Energycap, LLC Group Medical Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606144215NAL0035867472001) for Energycap, LLC Group Medical Plan, reported by Energycap, LLC under EIN 27-1272222 and plan number 501. It reports 83 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$25.4KReported net assets-$25,357
Participants83
Provider compensation$21.4K4 Schedule C row(s)$21,430
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240606144215NAL0035867472001
Plan sponsor
Energycap, LLC
EIN
27-1272222
Plan number
501
Location
Boalsburg, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$168.7K total assets
Net assets-$25.4KLiabilities$194.1K
Money in vs. money out
Total income / additions$491.8K
Total expenses$632.4K
Benefits paid / distributions$429.6K
Contributions
Employer$479.1K
Participant$5.7K
Full reported line items
Total assets (EOY)
$168,712
Total liabilities (EOY)
$194,069
Net assets (EOY)
-$25,357
Employer contributions
$479,129
Participant contributions
$5,739
Total income / additions
$491,776
Benefits paid
$429,573
Administrative expenses
$1,794
Total expenses
$632,375
Net increase / (decrease)
-$140,599
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER · Direct $10.5K
  2. 2
    BROKER · Direct $7.6K
  3. 3
    ADMIN · Direct $1.8K
  4. 4
    PATIENT ADVOCATE · Direct $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606144215NAL0035867472001 cover?
It is the 2023 Form 5500 filing for Energycap, LLC Group Medical Plan, reported by Energycap, LLC (EIN 27-1272222).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages