2023 Form 5500 filing — Dandelion Energy Inc. Retirement Savings 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 20241024104151NAL0000877345001) for Dandelion Energy Inc. Retirement Savings Plan, reported by Dandelion Energy Inc. under EIN 82-1328341 and plan number 002. It reports 271 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)$2.5MReported net assets$2,544,178
Participants271
Provider compensation$3.1K2 Schedule C row(s)$3,111
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241024104151NAL0000877345001
Plan sponsor
Dandelion Energy Inc.
EIN
82-1328341
Plan number
002
Location
Mt Kisco, NY
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$418.3K
Benefits paid / distributions$411.1K
Contributions
EmployerNot reported
Participant$917.6K
Full reported line items
Total assets (EOY)
$2,544,178
Total liabilities (EOY)
$0
Net assets (EOY)
$2,544,178
Participant contributions
$917,595
Total income / additions
$1,549,043
Benefits paid
$411,130
Administrative expenses
$3,112
Total expenses
$418,349
Net increase / (decrease)
$1,130,694
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $3.1K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241024104151NAL0000877345001 cover?
It is the 2023 Form 5500 filing for Dandelion Energy Inc. Retirement Savings Plan, reported by Dandelion Energy Inc. (EIN 82-1328341).
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