Ethosenergy Pension Plan For Union Employees — Form 5500 plan (Ethosenergy, Gts Holdings (Us), 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, Ethosenergy Pension Plan For Union Employees is a benefit plan reported by Ethosenergy, Gts Holdings (Us), LLC under EIN 76-0466008 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $7,107,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ethosenergy, Gts Holdings (Us), LLC
- EIN
- 76-0466008
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $7,107,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241014183815NAL0026951953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,107,379
- Total liabilities (EOY)
- $50,700
- Net assets (EOY)
- $7,056,679
- Net assets (BOY)
- $6,272,472
Income & contributions
- Employer contributions
- $170,179
- Total contributions
- $170,179
- Total income / additions
- $1,250,212
Expenses & distributions
- Benefits paid
- $336,452
- Administrative expenses
- $119,817
- Total expenses
- $466,005
- Net increase / (decrease)
- $784,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | NONE | $65,300 | not reported in the loaded dataset | 2023 |
| Burgess Chambers & Assoc Inc | NONE | $32,227 | not reported in the loaded dataset | 2023 |
| Whittlesey Pc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management Inc | NONE | $8,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ethosenergy, Gts Holdings (Us), LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Definiti LLC — Schedule C compensation
- Burgess Chambers & Assoc Inc — Schedule C compensation
- Whittlesey Pc — Schedule C compensation
- Richmond Capital Management Inc — Schedule C compensation