Plan5500

Energy Systems Group, LLC 401(K) Plan — Form 5500 plan (Energy Systems Group, LLC)

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 Systems Group, LLC 401(K) Plan is a benefit plan reported by Energy Systems Group, LLC under EIN 35-2017952 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $56,492,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Energy Systems Group, LLC
EIN
35-2017952
Plan number
002
Plan type
2
Location
Newburgh, IN
Latest filing year
2023
Participants
294
End-of-year plan assets
$56,492,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20241014073235NAL0014602019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,492,777
Total liabilities (EOY)
$0
Net assets (EOY)
$56,492,777
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,701,288
Participant contributions
$1,766,899
Total contributions
$5,844,786
Total income / additions
$8,127,448

Expenses & distributions

Benefits paid
$1,435,243
Administrative expenses
$21,500
Total expenses
$1,456,743
Net increase / (decrease)
$6,670,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Hold Co, LLCSERVICE PROVIDER$0$25,3802023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$21,500not reported in the loaded dataset2023

Related Form 5500 pages