2023 Form 5500 filing — Empower Lifetime 2020 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 20250307114719NAL0011649569001) for Empower Lifetime 2020 Trust, reported by Empower Trust Company, LLC under EIN 84-1455663 and plan number 047. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,859,141
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250307114719NAL0011649569001
Plan sponsor
Empower Trust Company, LLC
EIN
84-1455663
Plan number
047
Location
Greenwood Village, CO
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)$8.9M total assets
Net assets$8.9MLiabilities$646
Money in vs. money out
Total income / additions$1.4M
Total expenses$14.8K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$8,859,787
Total liabilities (EOY)
$646
Net assets (EOY)
$8,859,141
Total income / additions
$1,441,934
Benefits paid
$0
Administrative expenses
$14,814
Total expenses
$14,814
Net increase / (decrease)
$1,427,120

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250307114719NAL0011649569001 cover?
It is the 2023 Form 5500 filing for Empower Lifetime 2020 Trust, reported by Empower Trust Company, LLC (EIN 84-1455663).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages