2023 Form 5500 filing — New Century Energies, Inc Employee Investment Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employees
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 20240625044837NAL0007490161001) for New Century Energies, Inc Employee Investment Plan For Bargaining Unit Employees And Former Non-Bargaining Unit Employees, reported by Xcel Energy Inc under EIN 41-0448030 and plan number 006. It reports 1,056 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$159.2MReported net assets$159,245,842
Participants1.1K1,056
Provider compensation$202K2 Schedule C row(s)$202,034
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240625044837NAL0007490161001
- Plan sponsor
- Xcel Energy Inc
- EIN
- 41-0448030
- Plan number
- 006
- Location
- Minneapolis, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$159.2M total assets
Net assets$159.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $159,245,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,245,842
- Employer contributions
- $2,364,810
- Participant contributions
- $6,668,754
- Total income / additions
- $24,778,191
- Benefits paid
- $11,526,920
- Administrative expenses
- $202,034
- Total expenses
- $11,728,954
- Net increase / (decrease)
- $13,049,237
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $155,746 | not reported in the loaded dataset |
| Vanguard Group Inc. | NONE | $46,288 | $0 |