Proton Energy Systems, Inc. 401(K) Plan — Form 5500 plan (Proton Energy Systems, 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, Proton Energy Systems, Inc. 401(K) Plan is a benefit plan reported by Proton Energy Systems, Inc. under EIN 61-1846104 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $23,084,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Proton Energy Systems, Inc.
- EIN
- 61-1846104
- Plan number
- 002
- Plan type
- 2
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $23,084,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241015163028NAL0030347793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,084,697
- Net assets (EOY)
- $23,084,697
- Net assets (BOY)
- $18,562,574
Income & contributions
- Employer contributions
- $377,345
- Participant contributions
- $1,580,735
- Total contributions
- $2,034,633
- Total income / additions
- $5,396,709
Expenses & distributions
- Benefits paid
- $865,839
- Administrative expenses
- $8,747
- Total expenses
- $874,586
- Net increase / (decrease)
- $4,522,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Freeman Retirement Plan Consulting | TPA | not reported in the loaded dataset | $9,870 | 2023 |
| Voya Retirement Ins And Annuity Co | INVESTMENT AD VISORY PART | $5,719 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT AD VISORY PART | $3,028 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Proton Energy Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Freeman Retirement Plan Consulting — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation