2023 Form 5500 filing — Energy Solutions 401(K) Profit Sharing 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 20250224162540NAL0009690049001) for Energy Solutions 401(K) Profit Sharing Plan, reported by Cohen Ventures, Inc Dba Energy Solutions under EIN 94-3374199 and plan number 002. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224162540NAL0009690049001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cohen Ventures, Inc Dba Energy Solutions
- EIN
- 94-3374199
- Plan number
- 002
- Location
- Oakland, CA
- Participants
- 460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,075,443
- Total liabilities (EOY)
- $1,389
- Net assets (EOY)
- $35,074,054
- Employer contributions
- $2,824,826
- Participant contributions
- $3,685,822
- Total income / additions
- $11,924,042
- Benefits paid
- $893,082
- Administrative expenses
- $85,548
- Total expenses
- $978,630
- Net increase / (decrease)
- $10,945,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Primark Benefits | THIRD PART ADMINISTRATOR | $69,758 | $0 |
| Charles Schwab Trust Bank | BANK | $6,076 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $5,480 | $0 |
| Summit Wealth & Retirement | INVESTMENT MANAGER | $3,750 | $0 |