2023 Form 5500 filing — Ygrene 401(K) 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 20251010085417NAL0007398769001) for Ygrene 401(K) Plan, reported by Ygrene Energy Fund, Inc. under EIN 27-3092557 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251010085417NAL0007398769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ygrene Energy Fund, Inc.
- EIN
- 27-3092557
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,512,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,512,581
- Total income / additions
- $756,370
- Benefits paid
- $4,149,815
- Administrative expenses
- $24,530
- Total expenses
- $4,174,345
- Net increase / (decrease)
- -$3,417,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $24,530 | $0 |
| Charles Schwab Trust Company | NONE | $0 | $0 |