Ygrene 401(K) Plan — Form 5500 plan (Ygrene Energy Fund, 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, Ygrene 401(K) Plan is a benefit plan reported by Ygrene Energy Fund, Inc. under EIN 27-3092557 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $3,512,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ygrene Energy Fund, Inc.
EIN
27-3092557
Plan number
002
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
222
End-of-year plan assets
$3,512,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20251010085417NAL0007398769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,512,581
Total liabilities (EOY)
$0
Net assets (EOY)
$3,512,581
Net assets (BOY)
$6,930,556

Income & contributions

Total contributions
$0
Total income / additions
$756,370

Expenses & distributions

Benefits paid
$4,149,815
Administrative expenses
$24,530
Total expenses
$4,174,345
Net increase / (decrease)
-$3,417,975

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$24,530$02023
Charles Schwab Trust CompanyNONE$0$02023

Related Form 5500 pages