Madison Energy Solutions 401(K) Plan — Form 5500 plan (Madison Energy Solutions Corporation)
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, Madison Energy Solutions 401(K) Plan is a benefit plan reported by Madison Energy Solutions Corporation under EIN 82-1975472 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $6,981,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Madison Energy Solutions Corporation
- EIN
- 82-1975472
- Plan number
- 001
- Plan type
- 2
- Location
- Stafford, TX
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $6,981,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241014115042NAL0026077265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,981,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,981,524
- Net assets (BOY)
- $6,039,319
Income & contributions
- Employer contributions
- $288,888
- Participant contributions
- $683,573
- Total contributions
- $972,461
- Total income / additions
- $1,981,236
Expenses & distributions
- Benefits paid
- $970,871
- Administrative expenses
- $67,771
- Total expenses
- $1,039,031
- Net increase / (decrease)
- $942,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $36,211 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,015 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,545 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Madison Energy Solutions Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Stafford, TX
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation