2023 Form 5500 filing — Ethosenergy (West), Inc. 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 20240925131607NAL0008349155001) for Ethosenergy (West), Inc. Plan, reported by Ethosenergy Gts Holdings (Us), LLC under EIN 76-0466008 and plan number 003. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925131607NAL0008349155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ethosenergy Gts Holdings (Us), LLC
- EIN
- 76-0466008
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,297,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,297,884
- Employer contributions
- $2,033,865
- Participant contributions
- $2,282,412
- Total income / additions
- $10,846,064
- Benefits paid
- $6,707,792
- Administrative expenses
- $15,643
- Total expenses
- $6,725,834
- Net increase / (decrease)
- $4,120,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | CONSULTANT | $20,975 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,560 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$16,787 | $0 |