2023 Form 5500 filing — Energy Management Professionals LLC 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 20240920052505NAL0012347584001) for Energy Management Professionals LLC 401(K) Profit Sharing Plan, reported by Energy Management Professionals under EIN 81-4850134 and plan number 001. It reports 268 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)$8.8MReported net assets$8,767,989
Participants268
Provider compensation$23.1K2 Schedule C row(s)$23,117
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920052505NAL0012347584001
Plan sponsor
Energy Management Professionals
EIN
81-4850134
Plan number
001
Location
Waterbury, CT
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$884.7K
Benefits paid / distributions$843.1K
Contributions
Employer$276K
Participant$672.2K
Full reported line items
Total assets (EOY)
$8,767,989
Total liabilities (EOY)
$0
Net assets (EOY)
$8,767,989
Employer contributions
$276,016
Participant contributions
$672,232
Total income / additions
$2,435,316
Benefits paid
$843,085
Administrative expenses
$23,118
Total expenses
$884,685
Net increase / (decrease)
$1,550,631
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $18.8K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920052505NAL0012347584001 cover?
It is the 2023 Form 5500 filing for Energy Management Professionals LLC 401(K) Profit Sharing Plan, reported by Energy Management Professionals (EIN 81-4850134).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages