2023 Form 5500 filing — Empower Lifetime 2055 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 20250307114918NAL0019581824001) for Empower Lifetime 2055 Trust, reported by Empower Trust Company under EIN 84-1455663 and plan number 015. 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)$52.8MReported net assets$52,778,895
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250307114918NAL0019581824001
Plan sponsor
Empower Trust Company
EIN
84-1455663
Plan number
015
Location
Greenwood Village, CO
Received date
not reported in the loaded dataset
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)$52.8M total assets
Net assets$52.8MLiabilities$1.1K
Money in vs. money out
Total income / additions$11.1M
Total expenses$78.1K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$52,779,967
Total liabilities (EOY)
$1,072
Net assets (EOY)
$52,778,895
Total income / additions
$11,104,647
Benefits paid
$0
Administrative expenses
$78,144
Total expenses
$78,144
Net increase / (decrease)
$11,026,503

Related Form 5500 pages