Acciona Energy North America 401(K) Plan — Form 5500 plan (Acciona Energy Usa Global 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, Acciona Energy North America 401(K) Plan is a benefit plan reported by Acciona Energy Usa Global LLC under EIN 47-1654628 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $25,022,401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Acciona Energy Usa Global LLC
- EIN
- 47-1654628
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $25,022,401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20240815083629NAL0022046032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,022,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,022,401
- Net assets (BOY)
- $21,089,767
Income & contributions
- Employer contributions
- $1,202,538
- Participant contributions
- $2,003,595
- Total contributions
- $3,325,394
- Total income / additions
- $6,906,846
Expenses & distributions
- Benefits paid
- $2,884,746
- Administrative expenses
- $76,313
- Total expenses
- $2,974,212
- Net increase / (decrease)
- $3,932,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Embree Financial Group | ADVISOR | $49,680 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,633 | $0 | 2023 |