2023 Form 5500 filing — City Light & Power, Inc. 401(K) Profit Sharing 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 20240911092358NAL0015519522001) for City Light & Power, Inc. 401(K) Profit Sharing Plan, reported by City Light & Power, Inc. under EIN 33-0766650 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911092358NAL0015519522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- City Light & Power, Inc.
- EIN
- 33-0766650
- Plan number
- 001
- Location
- Greenwood Village, CO
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,648,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,648,638
- Employer contributions
- $756,835
- Participant contributions
- $1,036,978
- Total income / additions
- $3,840,635
- Benefits paid
- $1,127,438
- Administrative expenses
- $67,432
- Total expenses
- $1,194,870
- Net increase / (decrease)
- $2,645,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $37,132 | $0 |
| Alpha Capital Management Group LLC | INVESTMENT ADVISOR | $30,110 | not reported in the loaded dataset |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $3,472 | $10,000 |
| Alpha Capital Management Group LLC | SERVICE PROVIDER | $0 | $5,507 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,112 | not reported in the loaded dataset |