Sail Energy 401(K) Plan — Form 5500 plan (Sail Energy, 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, Sail Energy 401(K) Plan is a benefit plan reported by Sail Energy, LLC under EIN 46-1045056 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $6,280,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sail Energy, LLC
- EIN
- 46-1045056
- Plan number
- 002
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $6,280,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241014160954NAL0015266275005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,280,723
- Net assets (EOY)
- $6,280,723
- Net assets (BOY)
- $4,732,977
Income & contributions
- Employer contributions
- $178,832
- Participant contributions
- $649,427
- Total contributions
- $1,292,580
- Total income / additions
- $2,059,613
Expenses & distributions
- Benefits paid
- $446,640
- Administrative expenses
- $65,227
- Total expenses
- $511,867
- Net increase / (decrease)
- $1,547,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $61,816 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $25,917 | 2023 |
| Nbt Bank, N.A. | CONTRACT ADMI NISTRATOR | $3,423 | $2,501 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sail Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Portsmouth, NH
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Nbt Bank, N.A. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation