Who sponsors the Daymark Energy Advisors, Inc. Employee Stock Ownership Plan?

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan is reported as sponsored by Daymark Energy Advisors, Inc. (EIN 04-3577380, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Daymark Energy Advisors, Inc. Employee Stock Ownership Plan?

The latest Form 5500 filing year loaded for Daymark Energy Advisors, Inc. Employee Stock Ownership Plan is 2023.

How many participants does Daymark Energy Advisors, Inc. Employee Stock Ownership Plan report?

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reports 54 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Daymark Energy Advisors, Inc. Employee Stock Ownership Plan?

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reports $1,778,773 in end-of-year plan assets in its latest loaded Form 5500 filing.

Daymark Energy Advisors, Inc. Employee Stock Ownership Plan — Form 5500 plan (Daymark Energy Advisors, 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, Daymark Energy Advisors, Inc. Employee Stock Ownership Plan is a benefit plan reported by Daymark Energy Advisors, Inc. under EIN 04-3577380 and plan number 001. The latest loaded filing year is 2023. The filing reports 54 participants and $1,778,773 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,778,773

Participants54Covered participants reported

Assets / participant$32.9KComputed: assets ÷ participants$32,940 (computed)

Provider compensationNone reported

Plan sponsor: Daymark Energy Advisors, Inc.
EIN: 04-3577380
Plan number: 001
Plan type: 2
Location: Worcester, MA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
54 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets

Net assets$1.8MLiabilities—

Money in vs. money out

Total income / additions$520.9K

Total expenses$113.2K

Benefits paid / distributions$112.3K

Contributions

Employer$100K

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $1,778,773
Net assets (EOY): $1,778,773
Net assets (BOY): $1,513,284

Income & contributions

Employer contributions: $100,000
Total income / additions: $520,904

Expenses & distributions

Benefits paid: $112,283
Total expenses: $113,243
Net increase / (decrease): $407,661

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio

Benefits paid ÷ total income22%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Daymark Energy Advisors, Inc. Employee Stock Ownership Plan?: Daymark Energy Advisors, Inc. Employee Stock Ownership Plan is reported as sponsored by Daymark Energy Advisors, Inc. (EIN 04-3577380, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Daymark Energy Advisors, Inc. Employee Stock Ownership Plan?: The latest Form 5500 filing year loaded for Daymark Energy Advisors, Inc. Employee Stock Ownership Plan is 2023.
How many participants does Daymark Energy Advisors, Inc. Employee Stock Ownership Plan report?: Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reports 54 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Daymark Energy Advisors, Inc. Employee Stock Ownership Plan?: Daymark Energy Advisors, Inc. Employee Stock Ownership Plan reports $1,778,773 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.