Energy Federation, Inc. Savings Plan — Form 5500 plan (The Energy Federation, Inc.)

Plain-English plan 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, Energy Federation, Inc. Savings Plan is a benefit plan reported by The Energy Federation, Inc. under EIN 04-2790398 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $6,404,447 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Energy Federation, Inc.
EIN
04-2790398
Plan number
001
Plan type
2
Location
Marlborough, MA
Latest filing year
2023
Participants
166
End-of-year plan assets
$6,404,447

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240920111406NAL0004385875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,404,447
Total liabilities (EOY)
$0
Net assets (EOY)
$6,404,447
Net assets (BOY)
$6,786,737

Income & contributions

Employer contributions
$92,512
Participant contributions
$522,420
Total contributions
$618,775
Total income / additions
$1,768,699

Expenses & distributions

Benefits paid
$2,108,557
Administrative expenses
$42,432
Total expenses
$2,150,989
Net increase / (decrease)
-$382,290

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,323$02023
Twelve Points Wealth Management LlADVISOR$20,109not reported in the loaded dataset2023

Related Form 5500 pages