Cenergistic, LLC Profit Sharing Plan — Form 5500 plan (Cenergistic, 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, Cenergistic, LLC Profit Sharing Plan is a benefit plan reported by Cenergistic, LLC under EIN 75-2195821 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $22,593,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cenergistic, LLC
EIN
75-2195821
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
399
End-of-year plan assets
$22,593,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023399H, C20240909134731NAL0002398915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,593,933
Total liabilities (EOY)
$0
Net assets (EOY)
$22,593,933
Net assets (BOY)
$23,183,075

Income & contributions

Employer contributions
$395,857
Participant contributions
$803,644
Total contributions
$1,199,501
Total income / additions
$4,323,254

Expenses & distributions

Benefits paid
$4,816,043
Administrative expenses
$96,353
Total expenses
$4,912,396
Net increase / (decrease)
-$589,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$96,353$02023
Mml Insurance Agency, LLCBROKER/DEALER$0$43,9722023

Related Form 5500 pages