2023 Form 5500 filing — Emaxx Retirement 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 20240820104127NAL0002466737001) for Emaxx Retirement Plan, reported by Energi Insurance Services, Inc. under EIN 30-0477159 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820104127NAL0002466737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energi Insurance Services, Inc.
- EIN
- 30-0477159
- Plan number
- 001
- Location
- Peabody, MA
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,156,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,156,145
- Employer contributions
- $0
- Participant contributions
- $627,320
- Total income / additions
- $2,204,218
- Benefits paid
- $583,459
- Administrative expenses
- $14,243
- Total expenses
- $597,702
- Net increase / (decrease)
- $1,606,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Timescale Financial Inc | INVESTMENT ADVISOR | $14,243 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |