2023 Form 5500 filing — Impact Energy Trust
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 20250225143232NAL0010918849003) for Impact Energy Trust, reported by Impact Energy Trust under EIN 61-6156163 and plan number 575. It reports 1,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225143232NAL0010918849003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Impact Energy Trust
- EIN
- 61-6156163
- Plan number
- 575
- Location
- Lexington, KY
- Participants
- 1,220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,003,352
- Total liabilities (EOY)
- $416,739
- Net assets (EOY)
- $2,586,613
- Employer contributions
- $12,373,464
- Total income / additions
- $12,698,829
- Benefits paid
- $12,509,836
- Administrative expenses
- $359,949
- Total expenses
- $12,869,785
- Net increase / (decrease)
- -$170,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiserv Health/Asgi | NONE | $210,223 | not reported in the loaded dataset |
| Coal Operators & Associates | PLAN SPONSOR | $90,000 | not reported in the loaded dataset |
| Dean Dorton Allen Ford, Pllc | NONE | $26,625 | not reported in the loaded dataset |
| Community Trust And Investment Co | NONE | $26,543 | not reported in the loaded dataset |
| Usi Insurance Services | NONE | $6,559 | not reported in the loaded dataset |