2023 Form 5500 filing — Customized Energy Solutions, Ltd 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 20241009144016NAL0018558993001) for Customized Energy Solutions, Ltd 401(K) Plan, reported by Customized Energy Solutions, Ltd. under EIN 25-1811123 and plan number 002. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144016NAL0018558993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Customized Energy Solutions, Ltd.
- EIN
- 25-1811123
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,022,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,022,902
- Employer contributions
- $1,233,401
- Participant contributions
- $1,815,840
- Total income / additions
- $8,579,052
- Benefits paid
- $2,993,335
- Administrative expenses
- $82,346
- Total expenses
- $3,075,681
- Net increase / (decrease)
- $5,503,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invst | NONE | $62,588 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $11,133 | $0 |
| Ameritas Life Insurance Corp | NONE | $8,625 | not reported in the loaded dataset |