2023 Form 5500 filing — Center For Energy And Environment Tax Deferred Annuity 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 20241014112000NAL0053277234001) for Center For Energy And Environment Tax Deferred Annuity Plan, reported by Center For Energy And Environment under EIN 41-1647799 and plan number 004. It reports 230 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)$16.8MReported net assets$16,773,541
Participants230
Provider compensation$871 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014112000NAL0053277234001
Plan sponsor
Center For Energy And Environment
EIN
41-1647799
Plan number
004
Location
Minneapolis, MN
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)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
EmployerNot reported
Participant$913.1K
Full reported line items
Total assets (EOY)
$16,773,541
Total liabilities (EOY)
$0
Net assets (EOY)
$16,773,541
Participant contributions
$913,079
Total income / additions
$3,284,239
Benefits paid
$1,080,756
Administrative expenses
$87
Total expenses
$1,080,843
Net increase / (decrease)
$2,203,396
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $87 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014112000NAL0053277234001 cover?
It is the 2023 Form 5500 filing for Center For Energy And Environment Tax Deferred Annuity Plan, reported by Center For Energy And Environment (EIN 41-1647799).
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