2023 Form 5500 filing — Service Energy, LLC Combined 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 20240924100113NAL0012621233001) for Service Energy, LLC Combined Profit Sharing Plan, reported by Service Energy, LLC under EIN 51-0328304 and plan number 004. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,870,152
Participants266
Provider compensation$62.5K2 Schedule C row(s)$62,488
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924100113NAL0012621233001
Plan sponsor
Service Energy, LLC
EIN
51-0328304
Plan number
004
Location
Cheswold, DE
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)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$438.1K
Benefits paid / distributions$367.9K
Contributions
Employer$253.8K
Participant$591.4K
Full reported line items
Total assets (EOY)
$8,870,152
Total liabilities (EOY)
$0
Net assets (EOY)
$8,870,152
Employer contributions
$253,789
Participant contributions
$591,419
Total income / additions
$1,929,920
Benefits paid
$367,910
Administrative expenses
$46,142
Total expenses
$438,054
Net increase / (decrease)
$1,491,866
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $43.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $19K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924100113NAL0012621233001 cover?
It is the 2023 Form 5500 filing for Service Energy, LLC Combined Profit Sharing Plan, reported by Service Energy, LLC (EIN 51-0328304).
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