2023 Form 5500 filing — Pivot Energy, 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 20241025112828NAL0000082083001) for Pivot Energy, Inc. 401(K) Plan, reported by Pivot Energy, Inc. under EIN 86-3586840 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025112828NAL0000082083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pivot Energy, Inc.
- EIN
- 86-3586840
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,120,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,120,661
- Employer contributions
- $811,798
- Participant contributions
- $1,399,521
- Total income / additions
- $4,090,604
- Benefits paid
- $349,336
- Administrative expenses
- $16,312
- Total expenses
- $365,648
- Net increase / (decrease)
- $3,724,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Securities | INVESTMENT ADVISOR | $30,403 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | THIRD PARTY ADMIN | $12,865 | not reported in the loaded dataset |