2023 Form 5500 filing — Centrica Business Solutions Us, Inc. 401(K) 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 20241007123706NAL0008868659001) for Centrica Business Solutions Us, Inc. 401(K) Plan, reported by Centrica Business Solutions Us , Inc. under EIN 05-0533278 and plan number 001. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007123706NAL0008868659001
Filing year
2023
Form type
2
Plan sponsor
Centrica Business Solutions Us , Inc.
EIN
05-0533278
Plan number
001
Location
Ballston, NY
Participants
322
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,694,833
Total liabilities (EOY)
$0
Net assets (EOY)
$18,694,833
Employer contributions
$901,760
Participant contributions
$1,518,493
Total income / additions
$5,562,362
Benefits paid
$2,155,951
Administrative expenses
$63,397
Total expenses
$2,219,348
Net increase / (decrease)
$3,343,014
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Greenbush Financial Group LLCINVESTMENT ADVISOR$40,201not reported in the loaded dataset
First Great West Life & AnnuityRECORDKEEPER$12,004$0
Side By Side Financials Inc.CONTRACT ADMINISTRATOR$11,897not reported in the loaded dataset
Gwfs Equities IncADVISORY$20not reported in the loaded dataset
Gwfs Equities Inc.ADVISORY$0$0

Related Form 5500 pages