2023 Form 5500 filing — Empower Lifetime 2055 Index 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 20250307134149NAL0011712737001) for Empower Lifetime 2055 Index Trust, reported by Empower Trust Company, LLC under EIN 84-1455663 and plan number 034. 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)$15.4MReported net assets$15,426,786
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250307134149NAL0011712737001
Plan sponsor
Empower Trust Company, LLC
EIN
84-1455663
Plan number
034
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)$15.4M total assets
Net assets$15.4MLiabilities$3.2K
Money in vs. money out
Total income / additions$2.7M
Total expenses$17.8K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$15,429,940
Total liabilities (EOY)
$3,154
Net assets (EOY)
$15,426,786
Total income / additions
$2,702,651
Benefits paid
$0
Administrative expenses
$17,845
Total expenses
$17,845
Net increase / (decrease)
$2,684,806

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250307134149NAL0011712737001 cover?
It is the 2023 Form 5500 filing for Empower Lifetime 2055 Index 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